Client-First Retirement Planning Advisor

A financial services firm based in Southlake is seeking a Sales Service Advisor to manage and deepen client relationships while proactively planning for their retirement needs. This role emphasizes client-first service, ensuring strong trust and communication with clients. Applicants should possess financial licensing and a proven ability to advise clients effectively. The position comes with a competitive package of $80,000 base salary plus performance incentives and opportunities for leadership growth.
Are you ready to take on the Client-First Retirement Planning Advisor role at Magellan Financial & Insurance Services, Inc.? Step into the Client-First Retirement Planning Advisor role at Magellan Financial & Insurance Services, Inc. in Southlake, TX, United States and grow with us. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply.