Financial Advisor

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:

• Senior Financial Advisor
• Wealth Manager
• Lead Advisor with your own book of business

Please apply to this posting or reach out to [email protected] to set up a meeting. You can also call the FourPoint Office directly at (615) 557-9800.