Experienced Financial Services Professional

Freedom Financial Group; Frisco (TX); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Freedom Financial Group in Frisco, TX is seeking an Experienced Financial Services Professional for a full-time hybrid role. You will meet clients to assess goals, analyze finances, and craft comprehensive wealth strategies including income protection and retirement planning.

Responsibilities include presenting recommendations, monitoring portfolios, and adjusting plans as life and market conditions change.

Qualifications

• Strong financial planning and retirement planning skills to design and implement comprehensive client strategies.
• Finance and financial services expertise to analyze financial products, markets, and regulatory requirements.
• Excellent communication skills to explain complex concepts clearly and build long-term client relationships.
• Experience in financial advisory or wealth management with client-facing work.
• Professional licenses or designations (such as Series 7/66, CFP®, or similar) and a bachelor’s degree in finance, business, or a related field are preferred.
• Ability to work effectively in a hybrid environment, manage time independently, and use financial planning and CRM software proficiently.

Responsibilities

• Meet with clients to assess financial goals and current situations; develop comprehensive strategies for income protection, retirement planning, and wealth management.
• Prepare and present financial recommendations; monitor client portfolios; adjust plans as circumstances and markets change.
• Maintain strong client relationships through regular communication and ongoing education about financial products and strategies.
• Stay current on financial regulations and industry trends; ensure compliance and ethical standards in all interactions.
• Collaborate with internal teams and use CRM software to manage client communications and workflows.

Job description

Company Description

Freedom Financial Group is dedicated to helping people protect their income, their families, and their long-term financial future. The firm focuses on personalized financial strategies that address each client’s unique goals and risk tolerance. Team members work closely with clients to build financial confidence and resilience through thoughtful planning and guidance. Joining Freedom Financial Group means contributing to a mission-driven environment where client well-being and ethical financial practices are central to everyday work.

Role Description

This full-time Experienced Financial Services Professional role is a hybrid position based in Frisco, TX, with the flexibility to work from home for part of the week. The professional will meet with clients to assess their financial goals, analyze current financial situations, and develop comprehensive strategies for income protection, retirement planning, and overall wealth management. Day-to-day responsibilities include preparing and presenting financial recommendations, monitoring client portfolios, and adjusting plans as life circumstances and market conditions change. The role involves maintaining strong client relationships through regular communication, responding to inquiries, and providing ongoing education about financial products and strategies. The professional will also collaborate with internal team members, stay current on financial regulations and industry trends, and adhere to compliance and ethical standards in all client interactions.

Qualifications

• Candidates should possess strong Financial Planning and Retirement Planning skills to design and implement comprehensive client strategies.
• Candidates should possess solid Finance and Financial Services expertise to analyze financial products, markets, and regulatory requirements.
• Candidates should possess excellent Communication skills to explain complex concepts clearly and build long-term client relationships.
• Relevant experience in financial advisory or wealth management, with a track record of client-facing work, is highly beneficial.
• Professional licenses or designations (such as Series 7/66, CFP®, or similar) and a bachelor’s degree in finance, business, or a related field are preferred.
• Ability to work effectively in a hybrid environment, manage time independently, and use financial planning and CRM software proficiently.