Planning and Advice Associate - Westlake, TX

What you’d do

Provide guidance to workplace and personal investment customers on retirement and investment needs through inbound and outbound calls. Develop skills in relationship-building, planning, and service with training and licensing support. Full-time hybrid work. Found on the employer's careers page on Oct 26, 2026. Apply through the link.

You’ll need

• Experience with client relationship and consultative roles
• Experience with inbound/outbound customer engagement
• Interest or knowledge in financial services and retirement planning
• Strong communication, technology, and time-management skills
• Ability to work in a hybrid setting (home and office)