Financial Advisor
$60k - $80kFourPoint People
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 View email address on aiapply.co to set up a meeting. You can also call the FourPoint Office directly at View phone number on aiapply.co.
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedFull timeWork at officeFlexible hours
Bankers Life
Brentwood, TN4 days ago - ...Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by...SuggestedFull timeApprenticeship
Shoemaker Financial
Brentwood, TN2 days ago $5,000 per month
...Job Description Job Description What You’ll Do As a Financial Professional / Team Leader, you will: Build your own practice... ...goals. Work closely with your team and learn from experienced advisors through collaboration Stay up to date on financial concepts...SuggestedContract workWork at officeFlexible hoursPeachtree Planning
Brentwood, TN12 days ago- What If Your Next Career Built on Everything You've Already Accomplished? Financial Advisor - Career Transition Opportunity Peachtree Planning | Brentwood, Tennessee | In-office Changing careers doesn't mean starting over. The experience, relationships, judgment, communication...SuggestedWork at office
- ...company where people truly BELIEVE in what they\'re doing! We\'re committed to bringing passion and customer focus to the business. Financial Advisor Location: Franklin & Brentwood About The Position Be the Steward of Long‑Term Prosperity Meet neighbors who are ready to map...SuggestedTemporary workWork at officeLocal areaFlexible hours
- ...Relationships. Build Your Future. At SmartBank, we believe that financial success starts with trusted relationships. As a recognized... ...with Raymond James Financial Services, our Financial Advisors have access to a respected wealth management platform, sophisticated...Temporary workWork at office
$50k - $65k
...Tennessee | In-office You may have never considered a career in financial planning. You may not have a finance degree. You may never... ...services. And you may not know exactly what a Financial Advisor does. None of that means this career isn't worth exploring....Work at officePeachtree
Brentwood, TN8 days ago$100k - $150k
...Job Description Job Description Experienced Financial Advisor: Your Next Chapter You've built a practice clients trust. You've guided them through complex decisions, earned long-term relationships, and proven you can grow. So the question isn't whether you can succeed...Peachtree
Brentwood, TN6 days ago- ...Description Financial Advisor - Build a Career With Purpose Peachtree Planning | Brentwood, Tennessee | In-office You've worked hard to build your career. You've developed skills, earned the confidence of others, handled competing priorities, solved difficult...Work at officeImmediate start
Peachtree LLC
Brentwood, TN1 day ago - A financial services company in Brentwood, TN is seeking a Financial Advisor to build a client base and provide tailored financial solutions. The ideal candidate will possess active Life & Health licenses and have a history of success in sales. This position offers award...Flexible hours
- ...Company Description Tristate Financial Advisors, a branch of Florida Financial Advisors, is a full-service financial and wealth management firm dedicated to meeting the unique financial needs of Tristate residents. By taking a personalized, holistic approach, we help...Full timeImmediate start
Tristate Financial Advisors
Nashville, TN1 day ago - ...We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors... ...making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as...Full time
Prudential Financial
Nashville, TN4 days ago - ...About the Job Prudential Advisors is looking for an Experienced Financial Advisor in the Georgia market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping...Full timeWorldwide
Prudential Advisors
Nashville, TN2 days ago - ...Begin a career with support and flexibility. Strategic Financial Partners has an opportunity available for Financial Services Representatives... ...from Us: Practice Management & Development: The three-year advisor residency program provides intensive support and structure...Full timeContract workFor contractorsWork at officeLocal area
Strategic Financial Partners
Nashville, TN2 days ago - ...Want to apply Read all the information about this position below, then hit the apply button. Prudential Advisors is looking for an Experienced Financial Advisor in the Georgia market area who is interested in working with Prudential's existing client base. This exciting...Worldwide
Prudential Advisors
Nashville, TN6 days ago - ...About the Job Prudential Advisors is looking for an Experienced Financial Advisor in the Georgia market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping...Full timeWorldwide
Prudential Advisors
Nashville, TN18 hours ago - ...Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a(an) Financial Aid Advisor today with Work from Home. Job Summary and Qualifications You responsibilities will include developing,...Temporary workWork from homeFlexible hours
HCA Mission Hospital - Memorial Campus
Nashville, TN4 days ago - ...Job Description Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their...
WealthBridge Financial Group
Brentwood, TN25 days ago - ...challenges and achieving greatness in your career and beyond? The Foote Region at Modern Woodmen of America is ready to add a new Financial Advisor to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand...Local areaWork from homeFlexible hours
- ...Job Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...Temporary workWork at office
- ...completed hundreds of client implementations. Our certified team of technology consultants help organizations implement and support financial solutions to improve our client’s business and financial operations.POSITION SUMMARYLBMC is actively seeking a Sr. Sage Intacct...Full timeFor contractorsCasual workRemote workNight shift
LBMC
Brentwood, TN2 days ago - Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions... ...Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience...Local areaImmediate startRemote workRelocation
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring...Work at office
- ...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products...Work at officeFlexible hours
Bankers Life
Nashville, TN10 days ago $250k - $300k
Lead Financial Advisor - Nashville, TN At The Well Recruiting Solutions , we partner with some of the fastest-growing independent RIAs in the country to connect top talent with high-impact opportunities. Right now, we’re representing a booming Nashville-based wealth management...Local areaFlexible hours- ...Associate Financial Advisor | Retirement Planning Summit Wealth Strategies is seeking an experienced, fully licensed Associate Financial Advisor to join our growing retirement planning team. This role is designed for an advisor who enjoys financial planning, working...Full time
Summit Wealth Strategies
Franklin, TN1 day ago $43.89k - $150k
...Financial Advisor At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer's current financial...Full timeTemporary workLocal areaFlexible hours$20 - $23.5 per hour
...Financial Counselor At IVX Health, we believe that exceptional care starts with exceptional peopleand we're looking for a Financial Counselor who combines empathy, tech-savviness, and healthcare finance expertise to support our growing patient population. This role...Hourly payFull timeTemporary workPart timeLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial consultant Brentwood, TN
- financial associate Brentwood, TN
- jde finance consultant Brentwood, TN
- financial planner Brentwood, TN
- wealth advisor Brentwood, TN
- financial planning administrator Brentwood, TN
- financial planning assistant Brentwood, TN
- estate planning consultant Brentwood, TN
- financial counselor Brentwood, TN
- financial advisor associate Brentwood, TN