Financial Planner

1 day ago

Tennessee, United States Hatteras Capital Advisors Full time
Experienced Fee-Only Financial Advisor Opportunity

We are seeking a seasoned Fee-Only Financial Advisor to expand their existing book of business and potentially merge with our firm, Hatteras Capital Advisors.

Key Responsibilities:

  • Transition an existing client base and retain at least 60% of clients.
  • Develop new client relationships through proactive engagement, networking, and referrals.
  • Deliver exceptional financial planning services, promote company offerings, and adhere to regulatory guidelines.
  • Collaborate with team members, participate in meetings, training, and community events.

Qualifications:

  • Minimum of 3 years of experience in financial planning or investment advisory.
  • Active Series 65/66 licenses; clean U-4 and U-5 history.
  • Preferred: CFP designation, Series 7, Life & Health Insurance licenses.
  • Proficiency in relationship management, communication, Microsoft Office, and E-Money software.
  • Bachelor's degree or higher is strongly preferred.

Skills:

  • Excellent communication, organizational, and client service skills.
  • Strong business development and relationship management capabilities.

We offer unlimited earning potential and opportunities to grow a thriving business, leveraging our experienced leadership, reputation, and comprehensive range of services.

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