2 Retirement Specialist Jobs in Garland, TX
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Garland, TX, United States , and in Broker/Dealer business, including Retirement Plans, Annuities, etc. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients 25 days ago
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401(k) Enrollment Specialist II – Retirement Plan Services (Required: FINRA Series 65) Avantax Planning Partners - Dallas, TX, United States Position Summary Avantax Planning Partners is seeking an Enrollment Specialist II – Retirement Plan Services who will be responsible for developing, leading, and delivering employee education 16 days ago
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