Financial Advisor Position Available In Sumner, Tennessee
Tallo's Job Summary: Join a boutique-style RIA as a Servicing Financial Advisor in Hendersonville, TN. Responsibilities include client relationship management, advisor support, and operational excellence. Requires 3-5 years in financial services, Series 65, and state health/life insurance licenses. Enjoy a $60K base salary plus commissions, 401(k) match, and professional growth opportunities. Apply now to elevate client relationships and thrive in a top-rated RIA!
Job Description
We’re Hiring:
Servicing Financial Advisor ???? Hendersonville, TN (On?site) Retirement?
Focused Registered Investment Advisory Are you passionate about making clients feel like family? Join a boutique?style RIA that’s been voted Best Investment Services Firm year after year. Enjoy the agility of a small firm with big?firm resources! What You’ll Do ???? Client Relationship Management Host in?person & phone reviews with clients transitioned from the Lead Advisor Present personalized performance updates & investment recommendations Proactively address questions and uncover new asset opportunities to boost retention ???? Advisor Support & Analysis Prepare financial plans, case analyses, & tailored recommendations for less complex accounts Collaborate with the Client Relationship Associate (CRA) to ensure CFQ & RedTail data is accurate Perform portfolio risk assessments & suggest research?backed strategies ?? Operational Excellence Maintain compliance documentation & licenses (Series 65, state health/life insurance) Identify process improvements to enhance efficiency Delegate admin tasks to CRAs and support staff, freeing the Lead Advisor to focus on top?tier clients ???? What You Bring ???? 3-5 years in financial services, Series 65 + state health/life insurance licenses ???? Strong analytical skills & comfort with financial planning software ????? Exceptional communication & presentation abilities ???? Highly organized, detail?oriented & deadline?driven ?? Genuine passion for client success & teamwork ???? Proven ability to market & deepen relationships locally ???? What’s In It For You ???? $60K base + commissions (average earnings $100K-$150K+) ????? 401(k) match ???? Full in?house CRA & administrative support ???? Professional development & clear growth path ???? Community?focused culture that puts clients first Ready to elevate client relationships and thrive in a top?rated RIA? 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.
