Senior Financial Advisor – CFP Position Available In Davidson, Tennessee

Job Description:

Fantastic opportunity for a Certified Financial Planner to be apersonal CFO and manage clients’ wealth plans!

This Jobot Job ishosted by:

Jeremy Pike Are you a fit? Easy Apply now by clickingthe “Apply Now” button and sending us your resume.

Salary:

$100,000- $300,000 per year A bit about us: Our firm is an industry leaderdedicated to fostering a remarkable environment where everyone canprosper. For over two decades, our focus on teamwork and clientsatisfaction has driven our expansion to now managing over $19billion AUM for our existing client base of over 4,000. We seekmotivated individuals with a “How can I help?” mindset, eager tosupport and celebrate the achievements of clients and peers. Whyjoin us? Each team member has an opportunity to own a part of ourfirm, which has earned countless Best Places to Work awards. Amongthe many benefits of our firm, we offer the following: Lucrativepayouts Profit Sharing Fully-paid health benefits Work/life balance

Flexibility Job Details Responsibilities:

Oversees clientrelationships, provides an outstanding experience, and crafts,executes, and manages a wealth management strategy that aligns withtheir passions and goals. Utilizes internal and external resourcesto meet client needs in areas like Estate Planning, Tax Planning,Investment Management, Risk Management, and General Planning.

Articulates our distinctive value proposition to potential clientsand strives to position the firm as their trusted financialadvisor. Actively develops and strengthens connections within thecommunity. Builds and nurtures strong relationships with custodialretail branches in partnership with the national team. Leads alocal service team with strong collaboration to ensure high clientretention and satisfaction, maintaining an unwavering focus onexceptional service.

Qualifications:

Must be a Certified FinancialPlanner and minimum of a Bachelor’s degree Have a minimum of 6years of experience in financial and/or estate planning within aprofessional financial services company or wealth management firm.

Be proficient in estate, tax, retirement, insurance, investment,and cash flow/capital needs planning analysis. Interested inhearing more? Easy Apply now by clicking the “Apply Now” button.

Jobot is an Equal Opportunity Employer. We provide an inclusivework environment that celebrates diversity and all qualifiedcandidates receive consideration for employment without regard torace, color, religion, age, sex, national origin, disabilitystatus, genetics, protected veteran status, sexual orientation,gender identity or expression, or any other characteristicprotected by federal, state or local laws. Sometimes Jobot isrequired to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories ina manner consistent with any applicable federal, state, or locallaw regarding criminal backgrounds, including but not limited tothe Los Angeles Fair Chance Initiative for Hiring and the SanFrancisco Fair Chance Ordinance.