Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate Financial Advisor: Fast-Track to Lead Advisor

Defining Wealth

Defining Wealth in Nashville, TN is looking for a Candidate who will be fast-tracked into a Lead Advisor role within 2-5 years. You will work closely with clients, attend meetings, draft communications, and document important notes. Ideal candidates have 1-4 years of experience in financial planning, possess Series 65 certification, and demonstrate strong customer service skills. This role offers a competitive salary and benefits, including health insurance and a 401K matching program. #J-18808-Ljbffr Defining Wealth

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor: Fast-Track to Lead Advisor in Nashville, TN vacancy
  • $92k - $125k

    Candidate Profile The goal of this role is to fast-track the right candidate into a Lead Advisor role within 2-5 years, where they will be directly responsible...  ...individual with 1-4 years of previous experience in financial planning and wealth management, preferably in the... 
    Suggested
    Immediate start

    Defining Wealth

    Nashville, TN
    2 days ago
  • $132k - $155k

    A financial advisory firm is looking for seasoned Financial Advisors to join their Nashville office. Advisors can enjoy independence, the opportunity for substantial business growth, and a solid infrastructure of support. Candidates should have a valid Bachelor's degree... 
    Suggested
    Work at office

    The Piedmont Group

    Nashville, TN
    5 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued....  ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...our partnership. Edward Jones associates are seen, heard, respected,...  ...products and services with a track record of success State insurance... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Nashville, TN
    3 days ago
  •  ...successful. We work to ensure that every associate embraces what makes Pinnacle different...  .... SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering...  ...prioritize daily tasks. Ability to work in a fast-paced environment and work well under... 
    Suggested
    Work at office

    Pinnacle Bank

    Nashville, TN
    2 days ago
  •  ...Shoemaker Financial is a comprehensive financial services firm that provides customized solutions...  ...assist clients in reaching their goals. Advisors will assess clients' needs, develop...  ...Advisor you should have a successful track record of success preferably in leadership... 
    Suggested
    Apprenticeship

    Shoemaker Financial

    Brentwood, TN
    7 hours ago
  •  ...Wealth Advisor We are seeking an experienced and results-driven...  ...goals Conduct comprehensive financial assessments to identify opportunities...  ...Requirements: Proven track record of success as a Wealth...  ...Ability to work in a fast-paced environment, prioritizing... 

    ImpactSearch Partners

    Nashville, TN
    5 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry...  ...ideal for early-career advisors or financial planning professionals who are...  ...development, and a clear path to future lead advisory roles. Applicants should... 

    Confidential

    Nashville, TN
    15 hours ago
  •  ...Bank of America Financial Advisor At Bank of America, we are guided by a common purpose to help...  ...responsibilities include triaging client leads, making referrals to business partners...  ...complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn,... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Nashville, TN
    4 days ago
  •  ...s leadership team and enhance customer service. The ideal candidate will possess supervisory experience and a desire to thrive in a fast-paced retail environment. You will benefit from 401K plans, medical and dental coverage, tuition reimbursement, and potential bonuses... 
    Traineeship

    7-Eleven, Inc

    Nashville, TN
    2 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Nashville, TN
    2 days ago
  • $43.89k - $150k

     ...career at Regions. At Regions, we believe associates deserve more than just a job. We...  ...Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers...  ...customer relationships including prospecting, lead utilization, and local market/community... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Nashville, TN
    2 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles...  ...: Merrill Wealth Management is a leading provider of comprehensive wealth management...  ...Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Nashville, TN
    3 days ago
  •  .... Leadership opportunities, including leading client and conference seminars Required...  ...Has two years’ experience working in the financial service industry and/or a sales...  ...complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts... 
    Immediate start

    MRINetwork

    Nashville, TN
    4 days 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

    Bankers Life

    Brentwood, TN
    2 days ago
  •  ...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 clients design tailored... 
    Full time
    Immediate start

    Tristate Financial Advisors

    Nashville, TN
    1 day ago
  • $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

    Unavailable

    Nashville, TN
    3 days ago
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team and you will...  ...Group, LLC is a progressive, fast-growing firm looking for a Wealth...  ...of Tax Planning, Financial Planning, and investment Management...  ...competitive compensation, industry-leading benefits and a flexible work... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Nashville, TN
    4 days ago
  •  ...to create an atmosphere where associates are fully engaged, enjoy what...  ...OF POSITION: A Credit Advisor should demonstrate commitment...  ...three rings). Partner with Financial Advisors by giving front end...  ...tasks. Ability to work in a fast-paced environment and work... 
    Work at office

    Pinnacle Bank

    Nashville, TN
    2 days ago
  • Associate/Sr. Associate, Project Finance Denver, CO or Nashville...  ...the project financing lead’s efforts to facilitate...  ...internal reporting and tracking tools Coordinate...  ...closings Update financial modeling assumptions Review...  ...Embraces and enjoys a fast‑paced environment with... 
    Work experience placement

    Silicon Ranch Corporation

    Nashville, TN
    4 days ago
  • $64.2k - $116.4k

     ...Engagement Business Advisor, Senior Associate - Finance Location: Atlanta Other...  ...Jun 19, 2026 In today's fast-changing world, our clients'...  ...consistent, timely and insightful financial and operational information/...  ..., or compliance risk. Lead and coordinate client and engagement... 
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Nashville, TN
    3 days ago
  •  ...Merrill Advisor Development Program- Financial Advisor: Volunteer State Market Chattanooga, Tennessee;Nashville...  ...Merrill Wealth Management is a leading provider of comprehensive wealth...  ...Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Nashville, TN
    6 days ago
  • Job Title: Experienced Fee-Only Financial Advisor Overview: We are seeking a seasoned Fee-Only Financial Advisor to join our team, expand their existing book of business, and potentially merge with our firm. The ideal candidate will work independently while collaborating... 
    Work at office

    Hatteras Capital Advisors

    Brentwood, TN
    5 days ago
  • Bank of America is seeking a financial advisor in Nashville, TN, to assist clients in achieving their financial goals through personalized advice and strategies. You will triage client inquiries, manage portfolios, and recommend appropriate financial products. The ideal... 
    Monday to Friday

    Bank of America

    Nashville, TN
    5 days ago
  •  ...support and flexibility. Strategic Financial Partners has an opportunity...  ...your wealth. As an SFP Associate, you can look forward to: Developing...  ...Development. The three-year advisor residency program provides...  ...multiple perspectives, which leads to more comprehensive... 
    Contract work
    For contractors
    Work at office
    Local area

    Strategic Financial Partners

    Nashville, TN
    2 days ago
  • Shoemaker Financial in Brentwood, Tennessee, is seeking a Financial Advisor to provide customized financial solutions. Candidates should align with the firm's values of integrity and trust while possessing strong communication and interpersonal skills. The position offers... 
    Apprenticeship

    Shoemaker Financial

    Brentwood, TN
    2 days ago
  • A financial advisory firm in Brentwood is seeking an experienced Fee-Only Financial Advisor to transition an existing business and develop new client relationships. Ideal candidates will have at least 3 years in financial planning, active Series 65/66 licenses, and strong... 

    Hatteras Capital Advisors

    Brentwood, TN
    5 days ago
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who...  ...and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you... 
    Work at office
    Flexible hours

    Bankers Life

    Brentwood, TN
    1 day ago
  • Job Overview We help clients achieve their financial goals by providing comprehensive advice...  ...solutions. The role involves triaging client leads, making referrals, meeting with clients,...  ..., prioritizes tasks and executes in a fast‑paced environment. Likes to learn, adapts... 
    Temporary work
    Monday to Friday
    Day shift

    Bank of America

    Nashville, TN
    5 days ago
  • Senior Financial Aid Advisor Duties and Accountabilities: Builds rapport and effectively communicates with enrolled and prospective students (and their families) about financial aid and other alternative methods of funding. Determines a student’s Title IV eligibility and... 
    Full time
    Work at office

    SAE Institute North America

    Nashville, TN
    1 day ago
  • Regions Bank in Nashville, Tennessee is seeking a Financial Advisor to provide sound advice and establish a portfolio of bank customers. You'll assist clients in meeting their financial objectives through comprehensive guidance and a strong understanding of their financial... 

    Regions Bank

    Nashville, TN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Advisor: Fast-Track to Lead Advisor. Be the first to apply!