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Financial Advisor (McKinney / Plano Markets)
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- The Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards
- Meeting with clients to discuss their financial goals and current financial position
- Investigates each client's financial situation in order to provide investment and financial planning advice
- NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
- Criminal background check required and personal finances must be in good standing (for financial licensing purposes)
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