1 financial advisor jobs found in Richardson, TX

The Role The Licensed Insurance Broker is responsible for advising and selling individual insurance (annuity) products directly to consumers within a technology-enabled, hybrid robo-human advisory model. This role focuses on assessing client needs using platform-provided information and structured workflows to recommend fixed insurance and annuity solutions.  Client recommendations are supported by digital tools, standardized processes, and platform-generated insights. Brokers are expected to efficiently interpret client information, apply professional judgement, and deliver consistent, compliant insurance recommendations across multiple client engagements. The role is consumer-facing and advisory in nature, with a strong emphasis on regulatory compliance, product knowledge, and disciplined insurance distribution. The Broker operates in a highly regulated environment and is expected to maintain required licensing and always operate in compliance with regulatory requirements....