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Wealth Management Advisor

2 months ago

Brentwood, Tennessee, United States Vaco Full time
Position Overview:
Our client, Vaco, is seeking a dedicated Financial Planner to enhance their financial advisory team. This role presents a unique opportunity to contribute to a thriving organization that emphasizes a values-driven environment, allowing you to make a significant impact on the financial health of clients.

Key Responsibilities:
  • Develop and execute financial plans that align with client goals and organizational objectives.
  • Conduct thorough financial analyses, including budgeting and forecasting, to provide actionable insights.
  • Engage with clients through various communication channels, addressing inquiries and providing tailored financial solutions.
  • Manage client documentation and ensure compliance with industry regulations.
  • Prepare essential materials for client meetings, including reports and presentations.
  • Maintain accurate records and databases, utilizing portfolio management software.
  • Support marketing initiatives for seminars and assist in the compliance review of promotional materials.
  • Train and oversee junior client service staff to ensure high-quality service delivery.
  • Perform additional tasks as required to support the financial planning team.

Qualifications:
  • Bachelor's Degree in Finance or a related discipline.
  • 3-5 years of relevant experience in financial planning or sales support.
  • Possession of Series 7 and Series 65/66 licenses and/or a professional CFP Designation.

Work Schedule: Monday to Friday, in-office, 8 AM to 5 PM
Desired Skills: A strong foundation in finance and a commitment to client service excellence.