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State Licensed Financial Planner
Job in
Amarillo, Potter County, Texas, 79161, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Key Responsibilities Deliver certified, comprehensive financial plans for large and mega clients Engage clients in needs-based conversations to recommend appropriate financial solutions Provide education on retirement readiness and maintain positive relationships with participants
Required Qualifications Bachelor's degree or equivalent work experience (MBA preferred) Certified Financial Planner (CFP) certification required FINRA Series 7, 63, and 65 registrations required Life insurance license required (must be obtained within corporate timelines) Minimum 3 years of experience in financial services or the 401(k) industry
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