Financial Advisor
$80k - $100kCAP Partners, LLC
CAP Partners is a boutique financial planning and advisory firm whose commitment to our clients is to help them pursue their life goals with consistent planning, wise investing and strong team support. We extend this same approach to our team where we value balance for our team with support for their financial, spiritual and family life. We offer work-life integration, competitive pay and opportunities to grow professionally. Position Summary This Financial Advisor position will have a planning focus. You will develop and build client relationships with the support of experienced financial professionals with years of industry experience. In addition to cultivating your own book, advisors within the team will help to add to the success of an incoming advisor. Qualifications Type of candidate Self-starter with an entrepreneurial spirit. Strong interpersonal aptitude. Comprehensive knowledge of topics related to financial planning. In-depth understanding of the securities industry, including investment and insurance products and services. Exemplary written and verbal communication skills. Results-oriented mindset. Experience with financial planning software (eMoney, MoneyGuidePro) Preferred Education and Experience Securities License for Investment Advisors (Series 65) 4 year degree or equivalent experience 3+ years experience in the financial industry CFP, CPA, or other finance related designations Duties & Responsibilities: Manage & build strong client relationships. Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning with overall plan. Develop and grow a book of business. Full-time position. Estimated $80-100k total compensation range by end of first year. #J-18808-Ljbffr CAP Partners, LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Franklin, TN vacancy
- ## Financial AdvisorApplylocations: Franklin: Brentwoodtime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100110Looking... ...with **Raymond James Financial Services**, our Financial Advisors have access to a respected wealth management platform, sophisticated...SuggestedTemporary workWork 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...SuggestedFull timeContract workFor contractorsWork at office- ...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 financial decisions, and helping them...Suggested
WealthBridge Financial Group
Franklin, TN18 hours ago - 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 directly with clients, and being part of a structured...Suggested
$50k - $65k
...Job Description Job Description 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....SuggestedWork at officePeachtree
Brentwood, TN4 days ago- ...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...Temporary workWork at officeLocal areaFlexible hours
- 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 Advisor...Work at officeFlexible hours
- 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...Apprenticeship
- Suncoast Spring Hill Office 14302 Spring Hill Dr Spring Hill, FL 34609, USA Description Financial Advisor - Capital City Bank - More than your bank. Your banker. Full Time - M-F 40 hours General Summary Financial Advisors with Capital City Investments (CCI) deliver...Full timeWork at officeRemote workRelocationFlexible hoursAfternoon shiftEarly shift
- ...business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank...Night shift
Simmons Bank
Franklin, TN2 days ago - ...and any other sensitive information. 3. To be punctual and have regular attendance. 4. To maintain an excellent knowledge of financial services offered by the bank; to be knowledgeable of competitors' services. 5. To produce assigned loan volume, in total dollars...ApprenticeshipWork at office
First Farmers & Merchants Bank
Franklin, TN2 days ago $50k - $65k
...Job Description Job 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...Work at officeImmediate startPeachtree
Brentwood, TN4 days ago- ...location listed in the job posting. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Full timeWork at officeNight shift
First Horizon Bank
Franklin, TN5 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Franklin, TN2 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
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$15.75 per hour
A recruitment agency is seeking industrious banking professionals for a fast-growing bank in Franklin, Tennessee. Candidates will start as Telllers with the opportunity to transition into new roles as they learn the business. Experience in banking for 1-3 years, excellent...Hourly payMonday to Friday- ...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
SunTrust Investment Services, Inc.
Brentwood, TN18 hours ago $100k - $150k
...Job Description Job Description Peachtree Planning | Brentwood, Tennessee You’ve already built a successful career as a Financial Advisor. You’ve earned the trust of clients. Built relationships. Navigated complex financial decisions. Grown a practice. And...Peachtree
Brentwood, TN4 days ago- ...customers while working in an environment of respect, empowerment, and professional development. Your customer service expertise and financial background will allow you to help families purchase high quality homes in your community. You will act as a liaison between the...Work at office
NVR
Franklin, TN1 day ago - ...Rotating Saturdays 8:30AM - 1:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...Full timeTemporary workWork at officeMonday to Friday
First Horizon Bank
Brentwood, TN5 days ago - ...join our Cool Springs Branch team.As the face of our credit union, you'll create exceptional member experiences while assisting with financial transactions and helping members achieve their financial goals. If you're looking for a workplace where integrity, innovation, and...Full timeLocal area
TENCU
Franklin, TN3 days ago - Description Position at FirstBank Position Summary The Senior Teller serves as a first point of contact for customers by providing FirstBank service excellence, processing transactions in accordance with bank policies and procedures, assisting with...Bank staff
FirstBank
Franklin, TN3 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...Contract workWork at officeFlexible hours- ...more. Our 401(k) plan provides a company match, safe harbor match and profit-sharing match to go along with your contributions. The Financial Counselor is an important link in the TOA revenue cycle effort. While most of our collections are through insurance companies,...Work at office
- ...Work Shift 1st shift (United States of America) Job Summary 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....Full timePart timeWork at officeShift workDay shift
$18.7 - $33.84 per hour
...position provides onsite support and advocacy for prospective students and applicants throughout the new student process, including financial aid guidance and education that builds financial literacy to help students achieve their educational goals. The role models...Full timeWork at officeWorldwideFlexible hoursAfternoon shiftChamberlain University
Franklin, TN18 hours ago- Head Teller Job ID 2026-15649 Job Locations US-TN-Franklin Overview The Head Teller will drive a best in class branch experience for customers and teammates by leading, coaching, and managing in five primary areas of responsibility: customer engagement...Contract work
Renasant
Franklin, TN4 days ago - ...organizations, leveraging over 24 years of industry-leading expertise and its unified E360 RCM intelligent automation platform to improve financial sustainability for hospitals, health systems, and ambulatory surgery centers (ASCs) nationwide. Powered by proprietary algorithms,...Work experience placementFlexible hours
- ...bring someone in quickly who can add value immediately and potentially convert to a full-time employee. • Develop and maintain financial forecasts and budgets • Analyze operational and financial performance across service lines • Build business case models supporting...Full timeImmediate start
Insight Global
Brentwood, TN1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial planning assistant Franklin, TN
- financial counselor Franklin, TN
- associate corporate finance Franklin, TN
- financial advisor Franklin, TN
- financial advisor associate Franklin, TN
- financial planning associate Franklin, TN
- jde finance consultant Franklin, TN
- financial planner Franklin, TN
- estate planning consultant Franklin, TN
- finance associate Franklin, TN