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FINRA Licensed Financial Advisor

Job in Irving, Dallas County, Texas, 75084, USA
Listing for: Virtual Vocations Inc
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A company is looking for a Financial Advisor & Planner - Investor Services.

Key Responsibilities Provide high-level service to Personal Wealth clients, focusing on client retention and asset growth Manage client relationships proactively and reactively through communication and education Coordinate with internal teams to address client needs and provide comprehensive financial planning

Required Qualifications Bachelor's degree or higher in business, finance, or related field High-level knowledge of current investment products and industry services Proven track record in relationship management and customer satisfaction FINRA Series 7, 63, and 65 registrations required FINRA fingerprinting required upon hire
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