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Oriented Financial Advisor: Practice
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-12
Listing for:
Threadneedle group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial services firm based in Plano, Texas, seeks a motivated individual to generate clients and build relationships. Responsibilities include attending coaching sessions, executing marketing plans, and scheduling financial planning meetings. Ideal candidates will have 3+ years of experience, a network of contacts, and a strong client service background. Required licenses must be obtained within 150 days of hire, paving the way for significant compensation opportunities and career advancement.
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