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Wealth Advisor Development Program
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor in Frisco, TX seeks a seasoned Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, and delivering tailored investment recommendations aligned with client goals. You will build a robust book of business and drive performance through referrals and proactive prospecting.
The ideal candidate holds Series 7 and 66 licenses (or 63/65 in lieu), has at least one year in financial services or investments, and demonstrates exceptional
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