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Financial Consultant Financial Advisor

Wealth Planning Support Specialist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Allworth Airline Advisors (Formerly RAA)
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is looking for a Financial Planner to support Advisors and the Sales Team. The role involves analyzing client data, preparing financial plans, and ensuring high-quality deliverables. Candidates should have a Bachelor’s degree in finance or a related field with 2–3 years' experience in financial services, preferably with knowledge of planning software. This position is in-office in Addison, TX with a competitive salary and benefits package.
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