The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Industry Experience Requirements
- At least 5 years of financial planning and/or investment advisory experience preferred.
- Experience with servicing high-net-worth clients.
- Active Series 7 and 66 licenses.
- Current Life & Health Insurance Licenses.
- Clean U-4 and U-5 history.
- Certified Financial Planner (CFP) preferred.
*Remote but candidates must be within a 4 hour radius of Nashville, TN
