Financial Consultant
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Responsibilities
- Provide retirement education and advice to clients and prospects
- Take inbound calls to identify product and investment needs
- Manage sales opportunities until completion
- Meet goals impacting client acquisition and retention
- University (Degree) Preferred
- Series 7 and 63 Licenses and Health/Life licensing required
- Solid understanding of digital account opening requirements and processes
- Strong client relationship management skills and business acumen
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