Financial Advisor

5 hours ago


Nashville, Tennessee, United States Financial & Tax Architects LLC Full time
Job Summary

We are seeking a highly motivated and experienced Financial Advisor to join our team at Financial & Tax Architects LLC. As a Financial Advisor, you will be responsible for meeting with High-Quality Prospects, understanding their financial needs and retirement goals, and converting them into High-Quality Clients. You will also lead educational seminars with potential clients to introduce our services and aim to inform and invite them for personalized advisement meetings.

Key Responsibilities:

  • Meet with HQPs to understand their financial needs and retirement goals
  • Lead educational seminars with potential clients to introduce our services
  • Provide personalized financial solutions and maintain strong client relationships
  • Dedicate 80%+ of working time to sales activities, including prospecting, client meetings, and relationship building
  • Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team

Requirements:

  • Active State Life and Health License
  • Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment)
  • Prior experience in wealth or financial planning, advising, or life and/or annuity sales
  • Strong ability to identify and engage with High-Quality Prospects (HQP) with investable assets ranging from $500k to $5M
  • Self-motivated and driven to exceed sales targets and earn substantial income
  • Exceptional communication and interpersonal skills to build rapport with clients and establish long-term relationships

Benefits:

  • Health Insurance - 50% employer coverage
  • Dental Insurance
  • Vision Insurance
  • 401(k) with 3% match
  • Paid vacation/PTO
  • All leads are provided, and seminars are filled for you
  • Hands-on comprehensive training and development
  • Administrative support with a dedicated Account Manager (AM)
  • Flexible work-life balance
  • All overhead costs covered by FTA (marketing, office expenses, admin support, setting up seminars, etc.)
  • Family-oriented environment

About Us:

Financial & Tax Architects LLC is a leading provider of financial services, with a focus on empowering clients with lifelong financial security. Our team is dedicated to providing exceptional financial solutions and building long-term relationships with our clients. We are committed to helping our clients achieve their retirement goals and live a secure and fulfilling life.


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