Our client located in Franklin TN and Columbia, TN is seeking Financial Advisor to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team.
The Financial Advisor position is a dire hire opportunity, with an in-office schedule working between their Franklin, TN and Columbia TN offices and offering competitive benefits.
As a Financial Advisor, you will be responsible for sourcing and educating leads on the value of an advisory relationship and helping them achieve their financial goals. This position will support the Senior Advisor in the effort to serve clients in a sincere, ethical, and progressive way to encourage a long-term, generational relationship it built.
Responsibilities:
• Interacts daily on the phone and in person with prospective and existing clients including handling advanced inquiries and accepting orders.
• Researches client and security information through the back office system.
• Processes and follows up on client documentation for proper maintenance of accounts.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Creates and maintains records and files.
• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
• Maintains databases and creates reports using portfolio software programs.
• Assists Financial Advisors with marketing efforts for seminars and compliance approval for advertising literature.
• Responsible for client meeting preparation (forms, reports, presentations, etc.
• Receives cross-training and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.
Requirements:
• Bachelor’s Degree in Finance or Accounting
• 1-2 years of prior industry experience as a Financial Planner or Advisor is required
• Must hold Series 7, Series 65/66 registered and one or more other professional industry designations
Job Title: Financial Advisor
Opportunity: Direct Hire
Location: Franklin, TN and Columbia, TN – must be open to working in both offices and is fully in-office
Work Hours: 8-5 fully on site
Location: Brentwood, TN
Posted: Aug. 9, 2024, 5:07 a.m.
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