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Financial Planner

3 months ago

Brentwood, United States Vaco Full time
Our client, located in Brentwood, TN. is looking to add a direct hire, Financial Planner to their team. This is an exciting opportunity to join a growing team who offer a faith-based culture where you can truly help improve the lives and financial well-being of others.

Duties:
A Team Financial Planner is responsible for developing and implementing financial strategies that align with the organization's objectives. This includes conducting financial analysis, budgeting, forecasting, and providing financial insights to inform decision-making.
  • Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
  • Enter and receive orders for the Financial Advisor.
  • Research client and security information through the back-office system.
  • Process and follow-up on client documentation for proper maintenance of accounts.
  • Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
  • Create and maintain records and files.
  • Ensure client paperwork is current with firm and industry requirements, rules and regulations.
  • Maintain databases and create reports using portfolio software programs.
  • Assist Financial Advisors with marketing efforts for seminars and compliance approval for advertising literature.
  • Responsible for client meeting preparation (forms, reports, presentations, etc.)
  • Supervise and train additional client services staff.
  • Performs other duties and responsibilities as assigned.
Requirements:
  • Bachelor's Degree in Finance or a related field
  • 3-5 years of prior industry experience as a financial planner or as a registered associate in sales support
  • Series 7, Series 65/66 registered and / or a professional CFP Designation
Title: Financial Planner
Location: Brentwood, TN
Schedule: Monday-Friday fully in office, 8-5
Desired Skills and Experience

Bachelor Degree in Finance and CFP Designation