Current jobs related to Financial Planner - Brentwood - Shoemaker Financial

  • Associate Financial Planner

    1 week ago

    Brentwood, United States SageSpring Wealth Partners Full time

    Company DescriptionSageSpring Wealth Partners is a firm dedicated to improving clients' lives through comprehensive financial planning. With over 170 employees, we have offices across the country. Our core values revolve around putting clients first, honesty, and continuous learning to provide the best financial guidance.Role DescriptionThis is a full-time...

  • Associate Financial Planner

    2 months ago

    Brentwood, United States SageSpring Wealth Partners Full time

    Company DescriptionSageSpring Wealth Partners is a firm dedicated to improving clients' lives through comprehensive financial planning. With over 170 employees, we have offices across the country in locations such as Brentwood, TN and Nashville, TN. Our core values revolve around putting clients first, honesty, and continuous learning to provide the best...

  • Financial Planner

    4 weeks ago

    Brentwood, Tennessee, United States Rival Sourcing LLC Full time

    Financial Planner OpportunityRival Sourcing LLC is seeking a seasoned financial professional to join their team as a Financial Planner. This role involves working closely with clients to develop and implement comprehensive financial plans, utilizing advanced analytical and critical thinking skills to provide expert guidance and support.Key...

  • Financial Planner

    4 weeks ago

    Brentwood, United States The KXN Full time

    POSITION SUMMARY:The Financial Planner will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This role requires deep expertise in investment planning, retirement strategies, tax optimization, and estate planning. Strong relationship-building skills, a focus on...

  • Senior Financial Advisor

    4 weeks ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleAs a Senior Financial Advisor at Edelman Financial Engines, you will play a critical role in helping our clients achieve their financial goals. With a focus on providing objective, fee-based advice and asset management, you will work closely with clients to understand their unique needs and develop personalized financial plans. Key...

  • Associate Financial Planner

    1 week ago

    Brentwood, TN, United States SageSpring Wealth Partners Full time

    Company DescriptionSageSpring Wealth Partners is a firm dedicated to improving clients' lives through comprehensive financial planning. With over 170 employees, we have offices across the country in locations such as Brentwood, TN and Nashville, TN. Our core values revolve around putting clients first, honesty, and continuous learning to provide the best...

  • Senior Financial Advisor

    4 weeks ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a key member of our team, you will provide objective, fee-based advice and asset management to help our clients achieve their financial goals.Key ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate client...

  • Senior Financial Advisor

    3 weeks ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your key responsibilities will include:Providing outstanding financial advice to clientsServing the...

  • Senior Financial Advisor

    3 weeks ago

    Brentwood, California, United States Edelman Financial Engines Full time

    We are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Key Responsibilities:Serve the client's best interests, providing outstanding financial advice and...

  • Senior Financial Advisor

    3 weeks ago

    Brentwood, California, United States Edelman Financial Engines Full time

    We are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your role will be to serve the client's best interests, providing outstanding financial advice and...

  • Financial Planner

    1 week ago

    Brentwood, TN, United States The KXN Full time

    POSITION SUMMARY:The Financial Planner will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This role requires deep expertise in investment planning, retirement strategies, tax optimization, and estate planning. Strong relationship-building skills, a focus on...

  • Financial Planning Specialist

    4 weeks ago

    Brentwood, Tennessee, United States Vaco Full time

    Job Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at Vaco. As a Financial Planner, you will be responsible for developing and implementing financial strategies that align with our organization's objectives.Key Responsibilities:Conduct financial analysis and budgeting to inform decision-makingDevelop and implement...

  • Transportation Planner

    1 month ago

    Brentwood, United States GEODIS Full time

    Transportation PlannerWho We Are:GEODIS specializes in unlocking business value in a complex world, ensuring seamless movement of goods worldwide. As a global third-party logistics provider (3PL), we power A Better Way to Deliver for the world's top brands and manufacturers. Fuel your career with GEODIS and discover endless growth opportunities.Your role on...

  • Senior Financial Planner

    1 week ago

    Brentwood, California, United States Delek US Holdings Full time

    We are a leading energy company in the US, dedicated to delivering innovative solutions and exceptional results. Our team is now seeking a talented Sr. Financial Planning Analyst to join our Brentwood, TN Corporate Office location.

  • Senior Financial Planner Professional

    2 weeks ago

    Brentwood, Tennessee, United States Rival Sourcing LLC Full time

    Financial Planning OpportunityWe are seeking a seasoned financial professional to join our team at Rival Sourcing LLC. As a leading HYBRID RIA, we are committed to delivering exceptional services to our clients and creating a collaborative work environment.Key ResponsibilitiesAssist in the financial planning and relationship management of our clients.Develop...

  • Financial Advisor

    1 month ago

    Brentwood, United States Find Great People | FGP Full time

    The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory relationship and once obtaining leads to clients, help them achieve and exceed their financial goals. The Financial Advisor leads his or her team effort to serve clients in a sincere, ethical, and progressive way so that long term, generational relationships are...

  • Wealth Management Specialist

    4 weeks ago

    Brentwood, Tennessee, United States Talently Recruiting Full time

    Job Title: Wealth Advisor (CFP)Location: Brentwood / NashvilleSalary: $100K-$150K + bonus + benefitsSkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout the OpportunityWe are an Independent RIA firm seeking a seasoned CFP professional for a client-facing relationship management role. Our firm serves the needs of high net worth...

  • Merchandise Planner

    4 weeks ago

    Brentwood, United States Tractor Supply Company Full time

    Overall Job Summary This position is responsible for driving financial performance relating to Sales, Inventory productivity, Sell Through, and Margin through a strong working knowledge of merchandise planning techniques and principles. Candidate will work to develop strong teamwork between Inventory Management, Space Planning, Store Ops, Pricing, Logistics...

  • Merrill Financial Solutions Advisor

    3 weeks ago

    Brentwood, California, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionThis role is responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals.The key responsibilities include leveraging technology to achieve business...

  • Tax Manager: Strategic Industries

    2 weeks ago

    Brentwood, United States PYA P C Full time

    Job DescriptionJob DescriptionYou can research our rankings, awards, growth, and accolades. You can see we’ve achieved over 40 years of growth, that we’ve maintained private ownership, that we work in every state with some of the largest brands in the world and with local businesses on their way there. All our success branches out from a simple...

Financial Planner

2 months ago

Brentwood, United States Shoemaker Financial Full time
About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our team at Shoemaker Financial. As a Financial Advisor, you will be responsible for assessing clients' needs, developing strategies to help them achieve their financial goals, and implementing those recommendations by offering the appropriate solutions.

Key Responsibilities
  • Assess clients' financial situations and develop personalized plans to help them achieve their goals
  • Develop and implement investment strategies to help clients grow their wealth
  • Provide ongoing financial planning and investment advice to clients
  • Stay up-to-date with industry developments and best practices to ensure clients receive the highest level of service
Requirements
  • Bachelor's degree in a related field (e.g. finance, accounting, business)
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong analytical and problem-solving skills
  • Ability to obtain necessary licenses and registrations (e.g. Series 7, Series 66)
What We Offer
  • A comprehensive training program to help you develop your skills and knowledge
  • A supportive team environment with opportunities for professional growth and development
  • A competitive compensation package, including bonuses and commissions
  • Access to industry-leading technology and resources
About Us

Shoemaker Financial is a leading financial planning firm dedicated to helping individuals and families achieve their financial goals. We are committed to providing exceptional service and expertise to our clients, and we are seeking a talented and motivated Financial Advisor to join our team.