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Wealth Advisor: Client‑Focused & Licensing Path

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Psychbilling
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Client‑Focused Growth & Licensing Path
A leading financial services firm in Texas is seeking candidates for the Investment Counselor - Wealthbuilder role. The successful candidate will assist clients in reaching their financial goals, receive training to obtain their Series 65, and have opportunities for career advancement. This role entails collaborative client service, managing asset allocation, and building strong client relationships. Exceptional benefits include fully covered health premiums and generous PTO policies.
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