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Retirement Planning Advisor; Series Licensed
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 Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking a financial services professional to educate clients on retirement planning and investment options in Frisco, TX. You will handle inbound calls to assess needs, propose suitable solutions, and guide opportunities to completion with a focus on acquiring and retaining clients.
The role requires Series 7/63 and Health/Life licenses, plus a strong grasp of digital account openings and relationship management to drive business growth.
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