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Financial Advisor - Leads
Job in
Rockwall, Rockwall County, Texas, 75087, USA
Listed on 2026-02-06
Listing for:
RecruitVine
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A retirement-focused wealth management firm located in Rockwall, TX, seeks a Financial Advisor to leverage warm leads generated through proven marketing strategies. This role requires 3–7 years of experience and relevant licenses such as FINRA Series 65 or 66. Ideal candidates will excel in client relationship management and have a strong understanding of retirement income strategies. The firm fosters a professional culture focused on responsibility and achievement, offering significant opportunities for growth and success.
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