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Hybrid Financial Advisor - Wealth Planning & Growth
Job in
Round Rock, Williamson County, Texas, 78682, USA
Listed on 2026-09-04
Listing for:
American Accounting Association
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Regions is seeking a hybrid Financial Advisor in Round Rock, TX to develop client relationships and provide comprehensive investment guidance. You will deliver financial planning services, build a strong client network, and maintain a robust portfolio knowledge base while ensuring compliance with industry standards.
The role requires relevant licenses (Series 7, and Series 63/65 or 66) and a Life Insurance license within 60 days, plus experience and education preferences noted.
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