Wealth Advisor

Jobtailor

Jobtailor is seeking a financial services professional to educate clients on retirement planning and investment options in Frisco, TX. You will handle inbound calls to assess needs, propose suitable solutions, and guide opportunities to completion with a focus on acquiring and retaining clients. The role requires Series 7/63 and Health/Life licenses, plus a strong grasp of digital account openings and relationship management to drive business growth. #J-18808-Ljbffr

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Vacancy posted 2 days ago

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