Job Description
Join Nashville's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking passionate professionals to build lasting client relationships while growing their practice in America's fastest-growing financial hub. Our hybrid model combines office collaboration with client flexibility, supported by cutting-edge technology and mentorship from industry veterans.
As a key member of our Nashville team, you'll leverage our established brand and robust referral network to serve high-net-worth individuals and families. We provide comprehensive training, competitive compensation, and a collaborative culture that celebrates innovation and client success.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management solutions
- Cultivate and expand client network through proactive outreach, networking events, and strategic partnerships
- Conduct comprehensive portfolio reviews and performance analysis using advanced financial planning tools
- Stay current on market trends, regulatory changes, and product innovations affecting client portfolios
- Maintain FINRA Series 7, 66, and state insurance licenses while adhering to compliance standards
- Collaborate with internal team members including tax specialists and estate planning attorneys
- Track KPIs including client acquisition, AUM growth, and retention metrics
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (MBA/CFA preferred)
- Minimum 3 years of financial advisory experience with proven client relationship management
- Active FINRA Series 7 and 66 licenses (ability to obtain within 90 days if not held)
- Strong track record in client acquisition and portfolio management ($5M+ AUM preferred)
- Exceptional communication skills with ability to explain complex concepts to diverse audiences
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Tennessee state life/health insurance license or ability to obtain immediately
- Demonstrated success in meeting or exceeding sales targets in previous roles