Senior Investment Strategist Jobot
Franklin, TN11 days ago
Highlights
You will help individuals and families understand their options, plan for retirement, and build long-term wealth, working alongside experienced senior advisors who are invested in your success. If you have about 2 years of experience working with clients and want a direct hire role with mentorship, support, and room to grow, this position is built for you.
Numbers & Facts
| Location | Brentwood, TN |
| Job Type | Full-time |
| Salary | $60,000–$80,000 Per Year |
Description
Description:
A growing wealth management firm in the Brentwood area is looking for a Financial Advisor ready to take the next step in their career. If you have about 2 years of experience working with clients and want a direct hire role with mentorship, support, and room to grow, this position is built for you. Earn $60,000 to $80,000 in base salary, plus performance bonuses and a clear path to advancement.
Role Overview
As a Financial Advisor, you are a trusted guide for your clients. You will help individuals and families understand their options, plan for retirement, and build long-term wealth, working alongside experienced senior advisors who are invested in your success.
Key Responsibilities
Client Advisory: Meet with clients to understand their goals, assess their financial picture, and build long-term, trusting relationships.
Financial Planning: Develop personalized plans covering investments, retirement, and wealth strategies.
Portfolio Support: Work with senior advisors to manage and grow client portfolios.
Business Development: Grow the client base through referrals, networking, and community involvement.
Account Management: Keep accurate client records in the firm’s CRM and planning software.
Compliance: Stay current on regulations, products, and market trends.
Skills & Qualifications
Experience: 2+ years as a financial advisor, associate advisor, or in a similar client-facing financial services role.
Licensing: Series 65 or 66 required.
Education: Bachelor’s degree in finance, business, economics, or a related field preferred.
Core Traits: Strong communication, a consultative client-first approach, and a desire to learn and grow.
Tech Skills: Comfortable with CRM systems, financial planning software, and Microsoft Office.
Bonus: CFP designation or progress toward it is a plus.
Work Environment
This is a full-time, in-office role with a standard Monday through Friday schedule. You will join a supportive team where newer advisors get real client responsibility and hands-on mentorship.
Compensation & Perks
Base Salary: $60,000 to $80,000, depending on experience
Performance Bonus: Additional earning potential based on performance and client growth
Benefits: Competitive benefits package
Professional Development: Support for continuing education and certifications
Career Path
This firm promotes from within. Successful Financial Advisors can advance into:
A growing wealth management firm in the Brentwood area is looking for a Financial Advisor ready to take the next step in their career. If you have about 2 years of experience working with clients and want a direct hire role with mentorship, support, and room to grow, this position is built for you. Earn $60,000 to $80,000 in base salary, plus performance bonuses and a clear path to advancement.
Role Overview
As a Financial Advisor, you are a trusted guide for your clients. You will help individuals and families understand their options, plan for retirement, and build long-term wealth, working alongside experienced senior advisors who are invested in your success.
Key Responsibilities
Client Advisory: Meet with clients to understand their goals, assess their financial picture, and build long-term, trusting relationships.
Financial Planning: Develop personalized plans covering investments, retirement, and wealth strategies.
Portfolio Support: Work with senior advisors to manage and grow client portfolios.
Business Development: Grow the client base through referrals, networking, and community involvement.
Account Management: Keep accurate client records in the firm’s CRM and planning software.
Compliance: Stay current on regulations, products, and market trends.
Skills & Qualifications
Experience: 2+ years as a financial advisor, associate advisor, or in a similar client-facing financial services role.
Licensing: Series 65 or 66 required.
Education: Bachelor’s degree in finance, business, economics, or a related field preferred.
Core Traits: Strong communication, a consultative client-first approach, and a desire to learn and grow.
Tech Skills: Comfortable with CRM systems, financial planning software, and Microsoft Office.
Bonus: CFP designation or progress toward it is a plus.
Work Environment
This is a full-time, in-office role with a standard Monday through Friday schedule. You will join a supportive team where newer advisors get real client responsibility and hands-on mentorship.
Compensation & Perks
Base Salary: $60,000 to $80,000, depending on experience
Performance Bonus: Additional earning potential based on performance and client growth
Benefits: Competitive benefits package
Professional Development: Support for continuing education and certifications
Career Path
This firm promotes from within. Successful Financial Advisors can advance into:
- Senior Financial Advisor
- Wealth Manager
- Lead Advisor with your own book of business
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