Financial Planner Position Available In Davidson, Tennessee

Financial Planner Platinum Point Financial Nashville, TN 37203

• Hybrid work We are seeking a highly motivated and experienced Financial Advisor to join the team.

The ideal candidate will possess a strong background in finance, exceptional interpersonal skills, and a passion for helping clients achieve their financial goals. As a Financial Advisor, you will play a critical role in providing personalized financial guidance and strategies to our diverse clientele.

• Responsibilities:

• Client Relationship Management:

• Build and maintain strong relationships with clients by understanding their financial objectives, risk tolerance, and long-term goals. Regularly communicate and meet with clients to review their financial situations and adjust strategies as needed.

• Financial Analysis:

• Conduct comprehensive financial analyses, including assessing clients’ current financial status, analyzing investment portfolios, and evaluating risk profiles. Use this information to develop tailored financial plans that align with clients’ objectives.

• Investment Strategies:

• Develop customized investment strategies based on clients’ individual goals and risk preferences. Provide recommendations on asset allocation, investment selection, and diversification to optimize clients’ portfolios for long-term growth.

• Retirement Planning:

• Assist clients in planning for retirement by evaluating potential income sources, estimating retirement expenses, and recommending strategies to ensure a comfortable retirement lifestyle.

• Estate and Tax Planning:

• Collaborate with clients and legal professionals to develop effective estate planning strategies that minimize tax liabilities and ensure the smooth transfer of wealth to beneficiaries.

• Insurance Guidance:

• Analyze clients’ insurance coverage needs, including life, health, and long-term care insurance. Make recommendations to mitigate risks and protect clients’ financial well-being.

• Market Research:

• Stay up-to-date with financial market trends, economic indicators, and regulatory changes. Provide clients with informed insights and advice based on the current market environment.

• Compliance and Ethics:

• Adhere to all industry regulations and ethical standards, ensuring that clients’ best interests are prioritized at all times.

• Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degrees and professional certifications (such as CFP, CFA, or similar) are preferred.
• Proven experience as a Financial Advisor, with a track record of successfully guiding clients toward their financial goals.
• In-depth knowledge of investment products, financial planning strategies, and tax implications.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and relatable manner.
• Strong analytical skills and attention to detail when assessing clients’ financial situations and proposing suitable strategies.
• Proficiency in financial planning software, CRM systems, and Microsoft Office Suite.
• Ethical and compliant behavior in alignment with industry regulations and company policies.
• Ability to work independently, manage time effectively, and prioritize tasks in a dynamic environment.

• Benefits:

• Competitive performance-based incentives.
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
• Continuous professional development opportunities and support for pursuing additional certifications.
• Collaborative and inclusive work environment.
• Opportunity to make a meaningful impact on clients’ financial well-being.

Job Type:

Full-time Pay:

$107,503.00

• $120,474.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Employee discount Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Referral program Retirement plan Vision insurance

Compensation Package:

Bonus opportunities Commission pay Signing bonus

Schedule:

Monday to Friday Experience in Financial planning (Preferred)

License/Certification:

FINRA License (Preferred) Ability to

Relocate:

Bel Air, MD 21015: Relocate before starting work (Required)

Work Location:

In person

Job Type:

Full-time Pay:

$106,522.00

• $119,406.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Referral program Retirement plan Vision insurance

Compensation Package:

Bonus opportunities Commission pay Signing bonus

Schedule:

8 hour shift Monday to

Friday Work Location:

Hybrid remote in Nashville, TN 37203