Job Description
Customer Service Rep / Para-Planner Intern-to-Career Track Plano, TX Flexible Hours for Students Growth Path into Financial Advisory Are you a college student looking for meaningful work experience in financial services? Or a recent graduate ready to launch your career? Frazier Wealth Strategies, a Plano-based retirement planning firm, is seeking motivated individuals to join our growing team. About Us We specialize in helping families in the Dallas-Fort Worth area create financial security through our proprietary Fearless Retirement Roadmap. We are a boutique advisory firm with a strong reputation for personalized client service, conservative investment strategies, and long-term relationships. Opportunities Available Customer Service Representative (Part-Time or Full-Time) Client-facing role answering calls, scheduling appointments, handling paperwork, and assisting with account service. Para-Planner / Analyst (Full-Time or Internship-to-Career Track) Support advisors by preparing financial plans, reviewing client accounts, and using professional planning software. Advisory Career Path For the right candidate, this role can grow into a licensed financial advisor position. What We're Looking For College students or recent graduates in Finance, Business, Economics, Communications, or related fields. Strong attention to detail and organizational skills. Comfortable with Microsoft Office and willing to learn financial planning software. Excellent communication skills and a genuine desire to help others. Previous customer service experience is a plus but not required. Why Join Us? Flexible hours for students; potential full-time for graduates. Hands-on training in financial planning and wealth management. Exposure to real-world client meetings and professional tools. Career growth opportunity into financial advisory (licenses sponsored for qualified candidates). Supportive, team-oriented environment with mentorship from experienced professionals. Compensation & Benefits Competitive hourly rate for part-time roles. Salary for full-time positions based on experience. Paid training and licensing support for career-track candidates. How to Apply Send your resume and a short note about your career goals to with the subject line: "Uloop Application - Customer Service/Para-Planner".