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Portfolio Advisor — Leads
Remote / Online - Candidates ideally in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-02-23
Plano, Collin County, Texas, 75086, USA
Listing for:
Staffing In Motion
Full Time, Remote/Work from Home
position Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services firm in Plano, Texas, seeks a Financial Advisor to manage warm client relationships and present tailored investment proposals. This role focuses on converting interested clients willing to invest significantly and offers a hybrid work environment. With a competitive compensation structure, including an initial salary with potential commission earnings, candidates must excel in client relationship management and teamwork.
Comprehensive benefits include health insurance coverage, retirement matching, and ample PTO.
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