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Financial Consultant Financial Advisor Financial Sales Financial Services

Multilingual Retirement Planning Advisor

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Teachers Insurance and Annuity Association of America
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial services organization in Dallas is seeking an Individual Financial Consultant to provide retirement education and advice to clients. Responsibilities include identifying investment needs through inbound calls and ensuring clients are supported through the account opening process. The ideal candidate should possess a university degree and be fluent in Spanish. This entry-level role offers a pathway to build a career in financial services while contributing to clients' financial well-being.

Licenses must be obtained within 120 days.
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