Financial Advisor

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 #J-18808-Ljbffr FourPoint People