Financial Advisor

Financial Advisor

Location : Franklin, TN (On-Site)

Employment Type : Full-Time, W-2 Employee

About The Firm

Our Partner is redefining what a financial firm looks like. Unbiased advice, creative strategy, zero product-pushing. We lead with creativity, integrity, results, and relentless innovation. We are looking for advisors who want to break the mold, not fit into it.

We are seeking a motivated, experienced Financial Advisor to join the team and help serve the growing client base while having the opportunity to build and develop their own book of business.

Position Overview

The Financial Advisor will be responsible for providing comprehensive financial planning, investment advisory services, and ongoing relationship management to clients. This role includes both servicing firm-assigned clients and developing new client relationships through personal business development efforts.

The ideal candidate has strong communication skills, deep technical competency, and a commitment to operating with integrity under all regulatory guidelines.

Key Responsibilities

Client Service & Financial Planning

• Deliver comprehensive financial planning and personalized investment advice to individuals and families.
• Manage and service assigned client relationships, ensuring high-quality, ongoing support.
• Develop and present financial plans, recommendations, and implementation strategies.
• Maintain accurate and compliant client records in accordance with company and regulatory standards.

Business Development

Compliance & Regulatory Standards

Qualifications & Requirements

Required

Preferred

Compensation & Benefits

Compensation Structure

Benefits