Licensed Financial Advisor - Client Service Advisor

Overview

We are seeking a skilled and experienced Financial Advisor to join Retirement Income Solutions LLC in Murfreesboro, Tennessee. As a Financial Advisor, you will provide comprehensive financial guidance to clients to help them reach their goals and objectives. This role offers a strong opportunity for finance enthusiasts who enjoy building lasting client relationships.

Job Details

• Job Type: Full-time

Duties and Responsibilities

• Provide personalized financial planning services, including investment strategies, retirement planning, tax planning, and estate planning.
• Conduct thorough financial assessments to understand clients' current financial situations and future goals.
• Develop customized financial plans based on clients' needs and risk tolerance.
• Monitor clients' investment portfolios and recommend adjustments as needed.
• Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice.
• Build and maintain strong relationships with clients through regular communication and meetings.
• Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients.
• Educate clients on various financial products and services available to them.
• Provide exceptional customer service by addressing client inquiries and concerns in a timely manner.

Qualifications

• Bachelor's degree in finance, business, or a related field is preferred.
• Proven experience in the financial services industry as a Financial Advisor or similar role.
• Strong knowledge of asset management, tax planning, cash management, and financial planning principles.
• Excellent mathematical skills with the ability to analyze complex financial data.
• Exceptional client relationship management skills with the ability to build trust and rapport with clients.
• Strong sales abilities with a track record of meeting or exceeding targets.
• Knowledge of wills, trusts, and estate law is preferred but not required.
• Excellent communication skills, both verbal and written.
• Ability to work independently and as part of a team.
• Experience: 5 years in financial concepts (Required); 5 years in client services (Required).

Licenses and Certifications

• Series 65 (Required)
• Life Insurance License (Required)

Compensation and Benefits

• Salary: From $60,000.00 per year
• Base salary plus commission
• Bonus opportunities
• Commission pay
• Paid time off
• Paid training

Location and Work Arrangement

• Location: Murfreesboro, TN 37129
• Relocation before starting work is required
• Must be able to commute to Murfreesboro, TN 37129 (required)
• Work Location: In person

How to Apply

Interested parties use the following link to apply: https://www.ondemandassessment.com/link/index/JB-EXXY71O96?u=1159925