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Financial Planner

2 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 an engaging 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

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.