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Financial Advisor - Investments

    • Job Tracking ID: 512878-652305
    • Job Location: Sumner County, TN
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: November 16, 2018
    • Years of Experience: Any
    • Starting Date: ASAP
    • Location: Sumner County
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Job Description:

•Develops new client relationships.
•Sources prospective client opportunities by capitalizing on networking and referrals.
•Follows up on firm-generated leads.
•Services and delivers financial planning to client base.
•Develops client presentations.
•Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
•Promotes the firm’s wealth enhancement and planning services.
•Promotes established investment models and strategies that are suitable for our targeted clients.
•Adheres to all company and industry supervisory guidelines and policies.
•Participates in required meetings, training, and continuing education requirements.
•Performs other duties as assigned.

Experience and Skills:

•At least three to five years of financial planning and/or investment advisory experience, especially working with high net worth clients.
•Active Series 7 and 66 licenses.
•Life, Health, and LTC Licenses.
•Clean U-4 and U-5 history.
•Certified Financial Planner (CFP) preferred.

•Excellent verbal, written, presentation, and interpersonal communication skills.
•Excellent relationship management skills.
•Superior business development skills.
•Excellent attitude and an extraordinary client service orientation.
•A genuine interest in serving and caring for clients.
•Excellent organizational and time management skills.
•A burning desire to succeed.
•Proficiency with Microsoft Office Suite.
•Bachelor's degree or higher strongly preferred.


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