Lead Retirement Planner - Appointments; Fort Worth
Job in
Arlington, Tarrant County, Texas, 76000, USA
Listed on 2026-01-12
Listing for:
Magellan Financial & Insurance Services, Inc.
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial advisory firm in Fort Worth is seeking a Lead Financial Advisor who will focus on retirement planning without the need for prospecting. The role comes with warm leads and a structured process, ensuring a supportive environment for financial growth. Key qualifications include an active Life & Health insurance license and proven sales experience in wealth management. The advisor will be responsible for guiding clients through a documented retirement roadmap and converting opportunities into satisfied clients.
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