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Holistic Retirement Planning Advisor
Job in
Greenville, Hunt County, Texas, 75402, USA
Listed on 2026-07-13
Listing for:
TruNorth Advisors
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Tru North Advisors in Greenville, TX is seeking an experienced financial advisor to build holistic financial plans and meet with clients weekly. You will deliver personalized guidance, analyze retirement needs, and help clients pursue their retirement dreams in a fast-paced, team-driven environment.
The ideal candidate holds applicable licenses (Health, Life, Series 65/66) and CFP credentials (or in process), demonstrates excellent communication and organization, and thrives with high-touch
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