Financial Advisor

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Job ID: 51441
Location: Franklin, Tennessee
Employment Type: Direct Hire
Last Updated: 1 days ago
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We are seeking a professional Financial Advisor to join a growing team in Franklin, TN. This is a full time, onsite, Permanent/Direct Hire opportunity for a growing company! The ideal candidate will have previous experience as a financial planner or advisor and hold a Series 65.    
      
Responsibilities:      
  • Communicate daily with prospective and existing clients, addressing inquiries, processing orders, and supporting account needs
  • Research client and security information, ensuring accurate documentation and compliance with firm and industry regulations
  • Prepares and maintains client records, paperwork, and databases
  • Support other advisors with marketing initiatives, seminar preparation, and compliance approval for promotional materials
  • Organize and prepare materials for client meetings, including forms, reports, and presentations
     
Qualifications:      
  • Bachelor’s Degree in Finance or related field 
  • 1 or more years of experience as a financial planner or advisor
  • Must possess a Series 65 License
  • Strong communication skills both verbal and written     
  • Excellent attention to detail     
      
Hours:      
  • Monday to Friday      
  • Onsite     
  • Permanent/Direct Hire      
      
Compensation:      
  • $75-90k, depending on experience
  • Bonus potential         
  • Health, dental and vision insurance.
  • Retirement plan and PTO and Paid holidays
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