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Financial Consultant Financial Sales

Investment Solutions Advisor

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Centennial Bank
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A regional financial institution in Dallas is seeking a Financial Consultant Investments to build relationships and understand customer needs. This role requires generating leads both internally and externally, effectively selling financial products, and ensuring compliance with regulations. Ideal candidates have a bachelor's degree, relevant experience, and must hold or obtain necessary financial certifications. The work environment is moderately challenging, involving various physical demands and interpersonal skills.
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