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Private Client Investment Advisor; Hybrid
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-07
Listing for:
Psychbilling
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading investment firm located in Plano, Texas, is seeking an experienced Investment Counselor to manage high-net-worth clients. In this role, you will build strong relationships, review asset allocations, and educate clients on investment strategies. Ideal candidates will have at least 2 years in client relationship management within finance and hold or be willing to obtain a Series 65 license.
The firm offers comprehensive benefits, including 100% paid medical care and generous PTO.
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