Wealth Management Advisor Position Available In Wilson, Tennessee

Wealth Management Advisor investgro Mount Juliet, TN Job Details Full-time $52,000 – $250,000 a year 3 days ago Benefits Financial planning services Tuition reimbursement Flexible schedule Qualifications Investment Professional networking Financial planning software Wealth management Investment management Financial sales Management CFP Interpersonal skills Sales Financial software Mid-level Sales experience (1-2 years) Math Financial concepts Financial advising Securities law ChFC (Chartered Financial Consultant) Series 65 Communication skills Full Job Description Overview As a Wealth Management Advisor, you will play a critical role in helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. As a fee-only advisor you will not be selling financial products – You will be helping guide clients you develop a relationship with through opening investment accounts and developing tax efficient financial plans. You will leverage your expertise in financial concepts and investment management to provide tailored advice that aligns with clients’ needs and objectives. This position requires a strong understanding of firm financial planning principles, financial software, entrepreneurial drive, as well as exceptional interpersonal skills to build lasting relationships with clients. Duties Develop and maintain relationships with clients to understand their financial goals and objectives. Provide expert advice on investment management, asset allocation, and risk management strategies. Utilize financial software to analyze client portfolios and recommend adjustments as needed. Stay informed about market trends, economic developments, and changes in securities law that may impact client investments. Conduct regular reviews of client accounts to ensure alignment with their financial plans. Collaborate with other financial professionals to deliver comprehensive wealth management solutions. Prepare detailed reports and presentations for clients outlining their financial status and recommendations. Engage in continuous professional development to enhance knowledge of financial concepts and sales techniques. Experience A background in wealth management is preferred, but not required. Proven experience in sales or financial sales roles is highly desirable. Strong mathematical skills and the ability to apply complex financial concepts effectively. Familiarity with investment management principles and practices is essential. Certified Financial Planner (CFP) certification is highly desirable. Series 65 License is required – we will assist with attainment if not completed Excellent communication skills, both verbal and written, to convey complex information clearly to clients. A commitment to maintaining the highest ethical standards in all client interactions. This position offers an opportunity for growth within a dynamic team dedicated to providing exceptional wealth management services. If you are passionate about finance and helping others achieve their financial aspirations, we encourage you to apply.

Job Type:

Full-time Pay:

$52,000.00 – $250,000.00 per year

Benefits:

Financial planning services Flexible schedule Tuition reimbursement

Compensation Package:

1099 contract Bonus opportunities Commission pay

Work Location:

In person