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Remote Senior Financial Advisor - Client Relationships
Remote / Online - Candidates ideally in
Arlington, Tarrant County, Texas, 76000, USA
Listed on 2026-08-07
Arlington, Tarrant County, Texas, 76000, USA
Listing for:
NRECA
Remote/Work from Home
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
NRECA Arlington is seeking a Senior Financial Advisor to retain Homestead Funds shareholders and attract new ones through virtual and in-person presentations. You will conduct portfolio reviews and recommend asset allocations based on clients’ financial needs, supporting the cooperative community.
Requires 6+ years in mutual funds/investment, 4+ years in senior client-facing roles; CFP preferred; FINRA licenses required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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