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2 client services consultant jobs at 2 companies in McGregor, TX

3mo
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Financial Planning Consultant - Westlake, TX
Westlake, Texas, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEFINRA Series 7; FINRA Series 63/65 or 66; Insurance license within 90 days; CFP preferred; 5+ years financial services; strong planning and client advisory skills.
FinTools, PlanningTools, Zoom
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4d
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B2B Sales Representative Entry Level
Waco, Texas, United States
$65k-$85k/yr FieldFull Time, Contract
Cleft of the Rock
Cleft of the Rock: Provides supplemental and life insurance to businesses and individuals.
Entry-level role seeking empathetic, driven candidates with strong communication, relationship-building, consulting, and client service skills; training and mentorship provided.
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