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CFP Financial Advisor - Hybrid
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-07
Listing for:
Dallas Staffing
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Plano, TX is seeking a Certified Financial Advisor to join its team. This role involves establishing long-term relationships with clients and providing tailored financial planning and investment strategies. Candidates must have a Certified Financial Planner designation and five years of relevant advisory experience. The position offers competitive compensation, a performance bonus, and a supportive work environment that fosters professional growth.
The company operates on a hybrid work model, promoting work-life harmony.
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