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Financial Services Professional

1 month ago

Nashville, Tennessee, United States Wood Financial Group Full time
Financial Advisor Opportunity

We are seeking a highly motivated and experienced Financial Advisor to join our team at Wood Financial Group. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:

  • Develop and implement customized financial plans for clients
  • Provide expert advice on investment, insurance, and retirement planning
  • Build and maintain strong relationships with clients through exceptional customer service
  • Stay up-to-date on industry trends and best practices to provide innovative solutions to clients

Requirements:

  • College degree preferred
  • 4+ years of experience in financial services with a focus on sales
  • Life and Health Licensed; Series 65
  • Strong organizational, prioritization, and interpersonal skills
  • Excellent communication and mathematical skills

What We Offer:

  • Competitive base salary of approximately $60,000
  • Opportunity to earn commissions and bonuses
  • Professional development and training opportunities
  • A dynamic and supportive work environment

We are looking for a motivated and results-driven individual who is passionate about helping others achieve their financial goals. If you are a team player with excellent communication and interpersonal skills, we encourage you to apply for this exciting opportunity.