Associate Financial Advisor Position Available In Davidson, Tennessee
Tallo's Job Summary: The Associate Financial Advisor position offers a competitive salary and the opportunity to advance into a Lead Advisor role within 2-5 years. Ideal candidates have 1-4 years of experience in financial planning and wealth management. Responsibilities include attending client meetings, drafting emails, entering data into Wealthbox CRM, and assisting with financial planning tasks. Preferred qualifications include a Bachelor's degree, Series 65, and CFP® certification. The position requires strong organizational skills, attention to detail, and the ability to work effectively both independently and as part of a team.
Job Description
What We Are Looking For The goal of this role is to fast-track the right candidate into a Lead Advisor role within 2-5 years, where they will be directly responsible for onboarding and caring for our clients. A high-energy and high-caliber teammate that can work effectively with deadlines and anticipate client needs leading up to meetings. Someone excited to embody our core values, mission, and vision. An individual with 1-4 years of previous experience in financial planning and wealth management, preferably in the independent RIA space. A person who is humble, fun to work with, listens carefully, has a passion to serve, and is a reliable team member who follows through with commitments. Do what you say you are going to do. Being located in Nashville is preferred, but not required. What You Will Do Attend prospect and client meetings with your Lead Advisor. Take notes during the meeting to document key updates and planning points, ensure that all necessary information and follow up items are captured. Draft emails for client communication for the Lead Advisor based on client notes and needs. Enter data into Wealthbox CRM to ensure documentation of follow-up items and set tasks for yourself and other team members based on those items. Track outstanding client action items and assist with tracking various KPIs for client meetings, client success, etc. Work with the Lead Advisor to prepare for meetings and execute on financial planning work between meetings with clients. Create a draft of financial plans using Right Capital and recommendations for the Lead Advisor to review and present to the client. Attend weekly team meetings and one-on-one meetings with the Lead Advisor for client management, training, and career development. Requirements ?Education & Certifications Bachelor’s degree Series 65 Enrolled Agent (EA) Designation (desired) CFP® certification (desired) – The ideal person for this position is a CFP® Candidate or working toward passing the exam Mindset & Skills Requirements Working knowledge of Google Workspace (particularly Sheets and Docs) Excellent customer service instincts with a friendly & patient personality Ability to work independently while still delivering results in a timely fashion Quick response Quality written communication Effective problem solving skills Experience with the following platforms is a plus: Wealthbox RightCapital Canva Betterment Advisor Solutions Altruist
