Financial Advisor Position Available In Davidson, Tennessee
Tallo's Job Summary: Lead Financial Advisor position available in Nashville, TN with a top-rated RIA firm. Responsibilities include client acquisition, tailored retirement planning, and providing expert guidance. Requirements include a Bachelor's degree, Series 65 license, and proven experience in financial planning. The role offers commission-only with earning potential of $250K-$300K+, 401(k) match, flexible schedule, and professional development opportunities. Join a supportive, client-focused team at The Well Recruiting Solutions. Apply now to focus on serving clients and closing deals.
Job Description
We’re Hiring:
Lead Financial Advisor ???? Nashville, TN (On?site) Retirement?
Focused Registered Investment Advisory Firm Join a top?rated RIA that’s been voted Best Investment Services Firm year after year-and focus solely on closing pre?set appointments (no prospecting required)! What You’ll Do ???? Client Acquisition & Relationship Building Meet with prospective clients at pre?set appointments (Nashville metro: Hendersonville, Mt. Juliet, Franklin-and occasional Bowling Green, KY) Understand each client’s retirement goals and aspirations ???? Tailored Retirement Planning Develop and present customized retirement plans covering investments, tax strategies, estate planning, and risk management Monitor portfolios and adjust recommendations to keep clients on track ???? Expert Guidance & Ongoing Support Stay current on industry trends and regulatory updates Build long?term relationships through exceptional service and follow?through ???? What You Bring ???? Bachelor’s degree ???? Series 65 (or Series 66 + 7) license ???? Proven experience in financial planning or wealth management ????? Strong communication & presentation skills ???? Excellent analytical & problem?solving abilities ???? Ability to thrive both independently and within a collaborative team ???? What’s In It For You ???? Commission?only with draw opportunity-advisors earn $250K-$300K+ annually ????? 401(k) match ?
Flexible schedule:
in?office client meetings + remote work for planning tasks ???? Professional development & clear growth pathway ???? Supportive, client?focused culture that feels like family Ready to focus on what you do best-closing and serving clients? Apply or reach out today!
About The Well:
The Well Recruiting Solutions is a dynamic recruiting firm dedicated to connecting top talent with leading organizations. Our approach is centered on understanding the unique needs of both our clients and candidates, fostering long-lasting, successful partnerships. With a focus on personalized service, industry expertise, and a genuine love for what we do, we help businesses build winning teams and professionals achieve their career aspirations. At The Well, we firmly believe that a career can be a transformative journey. We aim to help professionals elevate their impact on the world, enhance their independence in shaping their lives, and significantly increase their income. Since our founding, The Well has expanded to assist clients and candidates nationwide, bringing our expertise to all corners of the country. At The Well, we believe that great careers start with great connections.
