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Financial Consultant

Retirement Planning Advisor — Client-Centric Meetings

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: RetireSimply®
Full Time position
Listed on 2026-03-08
Job specializations:
  • Sales
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A retirement planning firm in Texas seeks a dedicated advisor to conduct client meetings and deliver comprehensive retirement plans. The ideal candidate will have an active Life & Health insurance license and a Series 65 or 66. Responsibilities include building retirement strategies and making client-oriented recommendations while ensuring a smooth onboarding process. The firm provides marketing support to generate client appointments, enabling advisors to focus on their expertise and enhance client satisfaction.
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