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Wealth Advisory Outreach Specialist

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 64000 - 87200 USD Yearly USD 64000.00 87200.00 YEAR
Job Description & How to Apply Below
Retirement Resource Center, LLC. is seeking a Client Outreach Consultant to connect with clients and introduce advisory products and services. The role involves collaborating with internal partners, uncovering clients' financial planning needs, and preparing them for discovery meetings. Candidates should have 2+ years of experience, a university degree, and possess a Life and Health Insurance License within 120 days. This position offers a competitive salary range of $64,000 to $87,200 annually.
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