A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$50,000-$55,000 + Benefits + Growth Opportunities Launch Your Career at TPG Financial Looking for more than just your first job? At TPG Financial, we don't just hire employees—we develop future professionals. This role is the starting point for many careers within our company. Every new team member begins by learning our business through Policy Services before growing into specialized roles such as: Underwriting / New Business Technical Case Design Client Relationship Management Sales Support Operations Leadership If you're intelligent, motivated, detail-oriented, and eager to build a long-term career in financial services, we'd love to meet you. About TPG Financial TPG Financial is a boutique life insurance and advanced planning firm based in Franklin, Tennessee. We partner with affluent families and financial advisors nationwide to design sophisticated insurance strategies that support estate planning, wealth preservation, and long-term financial goals. Our team is known for exceptional service, precision, and a commitment to developing talented people who want to build rewarding careers. We foster a collaborative environment where initiative is valued, learning is encouraged, and growth is expected. What You'll Do As an Entry-Level Financial Services Associate, you'll become an important part of our operations team by helping ensure our clients' insurance policies are serviced accurately and efficiently after they are placed.
Your responsibilities will include:
Managing insurance policy service requests from start to finish Communicating with insurance companies to complete policy changes and resolve service requests Ordering policy summaries, in-force illustrations, and other carrier documentation Tracking premium payments and policy requirements Maintaining accurate client and policy records Supporting advisors and clients throughout the policy service process Assisting with general operational and administrative tasks Identifying opportunities to improve internal processes and efficiency No insurance experience? That's okay. We'll teach you everything you need to know. Who Succeeds Here? We're much more interested in your potential than your experience. You'll likely thrive if you: Love solving problems Notice details other people overlook Enjoy staying organized Take pride in producing accurate work Learn quickly and enjoy being challenged Follow through on commitments Ask questions when you don't know something Want to build a long-term career instead of simply finding your next job Is This Role Right for You? This position is designed for people who are looking to build a career—not just find their next job. It's an excellent fit for: Recent college graduates Early-career professionals Individuals looking to transition into financial services People who enjoy learning and want opportunities to grow within a company You don't need prior insurance experience to be successful here. We believe curiosity, work ethic, attention to detail, and a willingness to learn are far more important than industry knowledge. We'll provide the training, mentorship, and support to help you build the skills you need. Many of our employees begin in this role and continue their careers in areas such as underwriting, new business, technical operations, client service, sales support, and other specialized positions. We are committed to developing talent from within and helping our team members reach their professional goals.
What We're Looking For Required:
Bachelor's degree preferred (Arts or Humanities or related field is a plus), or equivalent professional experience Strong written and verbal communication skills Excellent organizational and time management skills Proficiency with Microsoft Office (Excel, Outlook, and Word) A positive attitude and willingness to learn Preferred but not required: Experience in customer service, administration, banking, finance, insurance, or another professional office environment We value attitude, aptitude, and initiative over previous industry experience. Why Join TPG Financial? This isn't a position where you'll do the same thing forever. It's where you'll learn our business from the ground up and develop the skills needed for future opportunities throughout the company. When you join TPG Financial, you'll receive: Comprehensive, hands-on training Direct mentorship from experienced professionals Exposure to advanced financial and insurance planning strategies Opportunities for internal advancement A collaborative team that genuinely wants to see you succeed The chance to build a long-term career with a growing firm We believe in promoting from within whenever possible. Compensation & Benefits Starting salary: $50,000-$55,000 per year Performance-based bonus opportunities 401(k) with employer matching Health insurance Dental insurance Vision insurance Paid time off Schedule Full-time Monday through Friday In-person at our Franklin, TN office Location Requirements Must be able to commute to Franklin, TN 37064 Candidates relocating to the area are welcome to apply but must be able to work in person by their start date How to Apply Please submit your resume along with a brief cover letter telling us why you're interested in building your career with TPG Financial.
Email:
jleonard@tpgfin.com
Subject Line:
Policy Services Coordinator - Your Name We look forward to learning more about you!
Pay:
$50,000.00 - $55,000.00 per year
Benefits:
401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance
