Description

Are you passionate about helping others achieve their financial goals? We’re looking for a dedicated Financial Advisor to join our team and provide personalized investment advice and portfolio management to our valued members. This is a remote position, but candidates must reside in Tennessee, Alabama, Georgia, Mississippi, or South Carolina.

Why you should apply for this position today

If you’re a passionate and experienced Financial Advisor looking for a role that allows you to make a difference while enjoying the flexibility of remote work, we’d love to hear from you! Apply today and start guiding members toward financial success!

Compensation and Benefits

• Competitive salary based on experience
• Flexible working hours
• Ability to work remotely
• Opportunity to make a meaningful impact in members’ lives

Skills

• Strong ability to prepare detailed financial strategies, including tax planning
• Expertise in investment and insurance product sales
• Excellent communication and relationship-building skills
• Strong analytical skills for assessing financial situations
• Knowledge of industry regulations, including FINRA and SEC standards

Responsibilities

• Develop and maintain strong investment relationships with members by making warm calls, following up on leads, and assisting with account setup.
• Provide individualized financial planning and investment strategies based on members’ specific goals.
• Assess financial situations, including savings, investments, insurance, taxes, retirement, and estate planning, to offer comprehensive financial guidance.
• Monitor and manage the performance of investment portfolios, making recommendations to optimize financial growth.
• Attend and participate in community events, fire stations, and union meetings to connect with potential members.
• Educate members about investment options and additional financial services that can benefit them.
• Stay up to date with industry regulations and ensure compliance with FINRA and SEC standards.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Active Series 7, 63, and 65 or 66 licenses (must be bondable through CUSO Financial Services, LP).
• Certified Financial Planner (CFP) designation is required.
• At least 3 years of experience in investment and insurance product sales.
• Valid state driver’s license (occasional travel may be required for events and meetings).

Education Requirements

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

Education Requirements Credential Category

• Bachelor’s degree in a relevant field is required.

Experience Requirements

• At least 3 years of experience in investment and insurance product sales.

Why work in Nashville, TN

Nashville, known as Music City, offers a vibrant cultural scene and a growing economy. With its rich history, diverse music scene, and delicious culinary offerings, Nashville provides a unique environment that blends work and leisure. The city is also home to numerous opportunities for networking and professional growth, making it an ideal place for financial professionals.