Description

Are you passionate about helping people achieve their financial goals? Do you enjoy building relationships and providing expert investment guidance? If so, we’re looking for a dedicated Financial Advisor to join our team! This is a remote position available to candidates residing in Tennessee, Alabama, Georgia, Mississippi, or South Carolina.

As a Financial Advisor, you’ll work closely with members to provide personalized investment advice, financial planning, and portfolio management tailored to their unique needs. You’ll also engage with potential new clients, maintain long-term relationships, and help members navigate their financial journeys with confidence.

Company Culture and Environment

We foster a supportive and professional work environment that values integrity and financial education. Our team is dedicated to making a real difference in the lives of our members.

Career Growth and Development Opportunities

This role offers the opportunity to build a robust career in financial advising, providing a platform for developing financial strategies and engaging with clients to enhance your professional journey.

Detailed Benefits and Perks

• Fully remote role with opportunities to travel and connect with clients.
• A supportive team environment that promotes integrity and ongoing financial education.

Compensation and Benefits

• Competitive salary of $100,000 per year.
• Additional benefits package.

Why you should apply for this position today

If you’re ready to take the next step in your career and provide exceptional financial guidance, apply today! You will have the chance to help individuals achieve their financial goals while growing and developing in a dynamic work environment.

Skills

• Strong background in developing financial strategies, including tax planning.
• Ability to engage with clients and build long-lasting financial relationships.
• Excellent communication and interpersonal skills.

Responsibilities

• Build and maintain strong investment relationships with members through proactive outreach, warm calls, and follow-ups.
• Develop detailed and customized financial plans that align with members’ goals.
• Assess members’ financial situations, including savings, investments, insurance, taxes, retirement, and estate planning.
• Monitor and analyze investment portfolio performance, making adjustments as needed.
• Provide guidance on additional financial products and services that may benefit members.
• Travel as needed to meet members in person, attend community events, and participate in financial education and marketing activities.

Qualifications

• At least 3 years of experience in selling investment and insurance products.
• Series 7, 63, and 65 or 66 licenses required.
• Certified Financial Planner (CFP) designation required.
• Must have a valid state driver’s license.

Education Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field.

Education Requirements Credential Category

• Bachelor’s Degree.

Experience Requirements

• At least 3 years of experience in financial advising or related fields.

Why work in Nashville, TN

Nashville is known for its vibrant culture, rich history, and thriving economy. As a hub for the music industry and a center for numerous businesses, it offers a unique blend of professional opportunities and a lively lifestyle that supports both personal and career growth.