Hybrid Wealth Advisor: Retirement & Financial Planning

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

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.