Client Transfer Specialist – Personal Investors

A leading financial services company is seeking a Client Transfer Specialist in Dallas, Texas. The role involves building meaningful client relationships, simplifying financial processes, and providing expert support during important client moments. Candidates should hold active FINRA Series 7 and 63 licenses, with 1-3 years of financial services experience. The position offers a base salary of $65,000 to $80,000 and promotes a hybrid working model for enhanced flexibility. #J-18808-Ljbffr