Job Description

Our office in Irving is seeking an Account Facilitator for a full time permanent position. In this role you will interact with prospective clients via phone and email. You will act as a liaison between prospective clients and our Advisors.
  • Bachelor’s degree preferred in the areas of Finance, Business, economics, or related field
  • 1+ years of sales experience
  • Experience with Salesforce desired
  • Experience in the financial services industry a plus
  • Must excellent communication and customer service skills
For immediate consideration, please send your resume to Sean Tuttle at

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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