Financial Advisor/Financial Planner - Confidential - Wealth Management

Job Details

Partner-Track on Established Team for Experienced, Service-Focused Financial Advisor/Financial Planner!

This is the opportunity you re seeking if you have excellent financial planning skills, love being client facing, and prefer serving rather than selling. You ll join one of our highest performing teams with an amazing support team in one of the fastest growing RIAs in the country that still has that boutique feel with personalized, high-touch service.

Qualifications Financial Advisor/Financial Planner

5+ years experience in wealth management as a Financial Advisor or Financial Planner.
Fully licensed (Series 7 and 66) with CFP required.
Strong understanding of financial principles with excellent research and comprehensive financial planning recommendations.
Skilled at building client relationships and team culture with a team player mindset.
Very organized, tech-savvy with financial planning and tax planning software.
Mandatory FINRA background check and verification process.

Key Functions Financial Advisor/Financial Planner

Participate in client review meetings with Lead Advisor and generate detailed notes and follow-up items.
Develop a deep understanding of clients specific financial goals and provide holistic financial plans and recommendations to reach goals while addressing potential risks.
Build strong client relationships and become a trusted advisor by continually serving and addressing client questions/requests as well as counseling and educating clients to help them realize their goals and dreams.
Monitor clients finances and accounts to make recommendations and changes as needed.
Help clients plan for specific circumstances and life events.
Participate in weekly and monthly operational meetings to enhance operational performance as well as the client experience.

Rewards Financial Advisor/Financial Planner

Strong Compensation Package Salary plus strong performance incentive package where you ll see your income increase with your experience.
Partner-Track Opportunity Tailored path to partner aligned with your contribution and goals.
Excellent Benefits Attractive benefits package including Health Insurance, HSA, Dental, Vision, 401K, Life Insurance, AD&D, Short-Term and Long-Term Disability, FSA, Employee Assistance Program, Paid Vacation, Holidays, and more!
Top-Rated Culture Join and grow in an award-winning culture (#1 in 2021 & 2022 for mid-size employers/Top Workplace in USA Today) where you'll look forward to Monday.
Excellent Support Team You ll join one of our top-performing teams with excellent support and chemistry with team building events throughout the year like bowling, axe throwing, and more!
Principled Leadership Hungry. Humble. Smart. is exemplified throughout the organization.

Confidential - Wealth Management

06/27/2024

all cities,TN