Financial Advisor: Established Book Planning
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2025-11-25
Listing for:
Simplicity Group
Full Time
position Listed on 2025-11-25
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services company seeks a motivated Financial Advisor in Plano to maintain and build an established client book. The role involves developing comprehensive wealth management strategies and providing a high level of client service while adhering to compliance policies. The ideal candidate will possess strong financial knowledge and experience, as well as exceptional interpersonal skills to effectively connect with clients.
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