Wealth Planning Consultant - Build Client Relationships

A financial services firm is seeking a Planning Consultant in Plano, TX, to provide exceptional planning services. You will work closely with clients to develop tailored financial strategies and build lasting relationships. Candidates must have FINRA Series 7 & 66 licenses, with at least 2 years of relevant experience. The role requires a strong understanding of financial planning concepts and the ability to engage clients effectively. This position is hybrid, requiring in-office work every other week. #J-18808-Ljbffr