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Financial Consultant

Investment Counselor: High-Net-Worth Clients, No Prospecting

Job in Plano, Collin County, Texas, 75086, USA
Listing for: BrokerHunter
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is hiring an Investment Counselor in Plano, TX. The role focuses on nurturing high-net-worth client relationships without the need for prospecting, as a book of business is provided. The ideal candidate will have a background in finance, possess a Series 65 certification, and a consultative approach. This full-time position offers a competitive salary and annual bonus structure while allowing you to leverage your finance experience in a supportive environment.
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