Financial Advisor (Series 66/65)

Financial Advisor (Hybrid | Fort Worth, TX) Join a client-focused financial services team where you'll provide financial guidance and support through a mix of inbound service and outbound client engagement. This role is approximately 25% inbound customer service and 75% outbound outreach, helping existing clients understand and maximize their financial products, including insurance, investments, and retirement planning. Key Responsibilities: Handle inbound client inquiries and provide exception…