Financial Advisor - Retirement & Wealth Strategy
Prudential Advisors
A financial services firm is looking for a Regional Director based in Plano, Texas. This full-time role involves assessing clients' financial needs and developing personalized strategies for investments and retirement planning. The ideal candidate will have experience in financial planning, strong relationship-building skills, and the ability to collaborate with clients to achieve their long-term goals. The position also emphasizes strong communication and problem-solving skills, along with the willingness to obtain necessary licenses. #J-18808-Ljbffr Prudential Advisors
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...registered and licensed and learn how to be a financial advisor with the industry’s top training... ...via face‑to‑face and virtual sourcing strategies (residential, business, networking,... ...advisors. Edward Jones offers a 401(k) retirement plan, and tax‑advantaged accounts: health...RetirementTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...seeking a Senior Consultant, Financial Consulting to join our team... ...for growth and implement strategies that will enhance client satisfaction... .... Insurance industry or wealth management industry... ...carriers, as well as wealth and retirement plan advisors. Our services include but...RetirementFull timeWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
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