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Financial Services Advisor - Planning & Portfolios

Job in Weatherford, Parker County, Texas, 76088, USA
Listing for: Craigbagley
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR

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.

We invite applications for the Financial Services Advisor - Planning & Portfolios position located in Weatherford, TX, United States.

All applications are reviewed carefully by our team.

The position is based in Weatherford, TX, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 70.000 - 90.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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