Financial Advisor
$43,888–$150,000 year
On-sitePowell, Tennessee, United States
Job Summary
Provide investment solutions and products to meet customer financial objectives through sound advice and guidance based on deep understanding of their current standing and goals. Identify and follow up on opportunities to establish relationships via prospecting, lead utilization, and local community involvement. Build and maintain a strong client network and pipeline while demonstrating expert-level portfolio planning skills and comprehensive industry knowledge. Conduct investment performance and relationship reviews, keeping junior staff informed about products and opportunities. Adhere to compliance requirements and corporate protocols. This role offers incentive eligibility with total compensation earning potential of $43,888 to $150,000+.
Required Qualifications
- High School Diploma or GED
- Six (6) months of related experience
- Series 7
- Series 63 & 65 or Series 66
- Life Insurance License must be obtained within 60 days from employment start date
- Customer-focused
- Partnership centric
- Previous branch based Financial Advisor experience
Desired Qualifications
- Bachelor's degree
- Certified Financial Planning
- Chartered Financial Consultant
- Certified Retirement Specialist
- Two (2) years of Financial Advisory experience
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