Wealth Advisor: Client‑Focused & Licensing Path
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-12
Listing for:
Psychbilling
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Plano, Texas is seeking an Investment Counselor - Wealthbuilder.
This role offers dedicated training, leading to a Series 65 license, and prepares you for a future in the financial services industry. Responsibilities include collaborating with teams to support clients, educating them on investments, and managing client relationships. With a focus on client success, this position provides a clear career path towards managing high-net-worth clients while enjoying exceptional benefits including full medical coverage and generous PTO.
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