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Financial Consultant

Multilingual Financial Consultant: Retirement & Investments

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: TIAA
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Frisco, Texas, is looking for an Individual Financial Consultant who provides retirement education and advice to clients. The role involves assessing client needs, managing sales opportunities, and providing advice related to IRAs and retirement planning. Candidates must complete necessary licenses within 120 days, and familiarity with Spanish is preferred. This position offers competitive benefits and focuses on maintaining a strong client experience.
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