Financial Services Advisor - Planning & Portfolios
Job in
Weatherford, Parker County, Texas, 76088, USA
Listed on 2026-06-26
Listing for:
Craigbagley
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
Craigbagley in Weatherford, Texas is looking for a Financial Services Manager to market financial products and support customer financial planning. The role involves consulting with customers, conducting financial reviews, and ensuring compliance with regulations.
Applicants should have a minimum of 3 years experience in financial services, strong analytical and communication skills, and preferred licenses including FINRA Series 7 and 63.
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