Certified Financial Planner
Pearl RecruiterBrentwood, TN, United States4 days ago
Job type
- Full-time
Job descriptionCFP, Required 4+ years experience Series 65 / 66 (or willing to obtain in 60 days) experience working with HNW clients 401(k) + Defined Benefit Plan with 15% company-funded contribution (employee contributions optional). 100% employer-paid health insurance . HSA contribution up to the individual max (paid quarterly). Tuition assistance for continuing education. Open PTO (must take at least 2 weeks annually). Entrepreneurial, team-based environment with clear career paths.
Job Description
- A nationally recognized RIA expanding into Nashville is hiring an experienced CFP® Financial Planner .
- Founded in 1974, named a CNBC Top 10 and a Financial-Planning.com "Top RIA to Work For"
- 150MM AUM book, 85 families, no book required
Ideal fit : A CFP® who loves client-facing planning, collaborates well across tax / investments / service, and wants to help scale a growth-market office.
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Financial Planner • Brentwood, TN, United States
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