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Director of Advisory Services
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-03-14
Listing for:
Retirement Planners of America
Full Time
position Listed on 2026-03-14
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A financial advisory firm based in Plano, Texas, is seeking a Director of Advisory Services to lead and manage a team of Retirement Planners. This role focuses on client service optimization, driving asset growth through client referrals, and ensuring operational excellence. Ideal candidates will have a strong background in financial advising and client service, and be authorized to work in the United States without sponsorship.
The firm values a high-performance culture focused on client satisfaction and continuous improvement.
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