Financial Advisor
2 days ago
At Financial & Tax Architects LLC, we're seeking a highly motivated and results-driven Financial Advisor to join our team. As a key member of our team, you'll have the opportunity to work with high-quality prospects and deliver exceptional financial services.
Key Responsibilities:
- Meet with high-quality prospects to understand their financial needs and retirement goals.
- Lead educational seminars to introduce our services and inform potential clients about personalized advisement meetings.
- Employ your public speaking skills to effectively educate clients about suitable service options.
- Serve high-quality clients by providing personalized financial solutions and maintaining strong relationships.
- Dedicate a significant portion of your time to sales activities, including prospecting, client meetings, and relationship building.
Benefits:
- Competitive compensation package based on performance, with top performers earning over $1M in W2 income.
- Flexible schedule with the ability to take time off, including part of Fridays, to maintain work-life balance.
- Team environment with a dedicated Account Manager to support the volume and details of your activity.
- Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation.
Requirements:
- Active State Life and Health License is a must.
- Must hold an active 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 with investable assets ranging from $500k to $5M.
About Us:
Financial & Tax Architects LLC is a united team with a transformative purpose. We've helped thousands of clients achieve the retirement they've earned across the country. Guided by the vision of Your Retirement Professor Scott Brooks, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, you'll become part of a group shaping the future of retirement solutions.
Join Our Mission:
Candidates with experience in wealth management, financial planning, or life insurance sales are great fits for this role. If you're a motivated and results-driven individual with a passion for delivering exceptional financial services, we encourage you to apply.
-
Financial Growth Advisor
4 weeks ago
Nashville, Tennessee, United States Sequoia Financial Group LLC Full timePosition OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing comprehensive financial planning and wealth management solutions. Our mission is to enhance the lives of our clients through our core values, which include:Collaboration: We prioritize teamwork to uplift our clients...
-
Financial Growth Advisor
3 weeks ago
Nashville, Tennessee, United States Sequoia Financial Group LLC Full timeJob OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) located in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services. Our mission is to enhance lives through our core values, which guide our actions and decisions:Collaboration: We prioritize teamwork to uplift our clients and...
-
Financial Growth Advisor
3 weeks ago
Nashville, Tennessee, United States Sequoia Financial Group LLC Full timeJob OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) located in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services. Our mission is clear: to enhance the lives of our clients through our core values, which guide our actions and decisions.Core ValuesCollaboration: We...
-
Financial Services Associate
1 week ago
Nashville, Tennessee, United States Truist Financial Corporation Full timeJob SummaryThis is an in-office position located in Nashville, TN, responsible for providing administrative and operational support to Financial Advisors. Key responsibilities include business development assistance and delivering exceptional client service.Key ResponsibilitiesAdministrative and operational support to Financial AdvisorsBusiness development...
-
Credit Advisor
5 days ago
Nashville, Tennessee, United States Pinnacle Bank Full timeAbout the RolePinnacle Bank is seeking a highly skilled Credit Advisor to join our team. As a Credit Advisor, you will play a critical role in providing distinctive service to clients and prospects, while also analyzing financial and procedural data to make informed credit decisions.Key ResponsibilitiesProvide exceptional client service, responding to...
-
Financial Advisor
2 weeks ago
Nashville, Tennessee, United States Addison Group Full timeAbout the RoleWe are seeking a highly skilled Financial Counselor to join our team at Addison Group. As a Financial Counselor, you will play a critical role in working with patients to set up payment plans for treatment and high-cost drugs.Key Responsibilities:Work with patients in person and over the phone to establish payment plans for medical treatment...
-
Financial Advisor
4 weeks ago
Nashville, Tennessee, United States Foote Region - Modern Woodmen of America Full timeJob OverviewAs a Wealth Manager at Foote Region - Modern Woodmen of America, you will play a pivotal role in providing personalized financial strategies to our valued members. This position is designed for individuals who are passionate about fostering growth, leadership, and community involvement.Key Responsibilities:Client Relations:Deliver customized...
-
Financial Advisor
6 days ago
Nashville, Tennessee, United States Addison Group Full timeFinancial Counselor Role **About the Role** Addison Group is seeking a skilled Financial Counselor to work with patients in person and over the phone to set up payment plans for treatment and high-cost drugs. The ideal candidate will have strong attention to detail and ability to work in a fast-paced environment. **Key Responsibilities** * Navigate...
-
Financial Operations Specialist
3 days ago
Nashville, Tennessee, United States MAHAN Healthcare Business Advisors Full timeFinancial Operations Specialist **Job Summary** As a Financial Operations Specialist at MAHAN Healthcare Business Advisors, you will be responsible for managing the financial aspects of our clients' businesses. This includes bookkeeping, basic accounting, bank reconciliations, and technology support. You will also be responsible for setting up and...
-
Business Financials Specialist
3 weeks ago
Nashville, Tennessee, United States MAHAN Healthcare Business Advisors Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Financials Professional to join our team at MAHAN Healthcare Business Advisors. As a key member of our team, you will be responsible for providing exceptional financial services to our clients in the healthcare industry.Key Responsibilities:Financial Statement Preparation: Prepare and review...
-
Financial Services Professional
1 week ago
Nashville, Tennessee, United States Gpac Full timeJoin Our Team of Experienced Financial ProfessionalsWe are seeking a highly skilled and motivated Financial Advisor to join our team at GPAC. As a leading search firm specializing in placing quality professionals within multiple industries across the United States, we offer a unique opportunity for a talented individual to grow their career and make a...
-
Business Financials Specialist
2 weeks ago
Nashville, Tennessee, United States MAHAN Healthcare Business Advisors Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Financials Professional to join our team at MAHAN Healthcare Business Advisors. As a key member of our team, you will be responsible for providing exceptional financial services to our clients in the healthcare industry.Key ResponsibilitiesFinancial Statement Preparation: Prepare and review...
-
Trust Administration Advisor
2 weeks ago
Nashville, Tennessee, United States Truist Full timeJob SummaryThis is a Remote position, preferably within the geography of Truist. The role involves directly administering and providing fiduciary advice and oversight for all types of Wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.Key ResponsibilitiesUnderstand and interpret...
-
Chief Financial Officer
3 weeks ago
Nashville, Tennessee, United States Galactic Advisors Full timeJob Title: Chief Financial Officer at Galactic AdvisorsOverviewGalactic Advisors is in search of a proactive leader to develop a comprehensive finance framework that will propel the organization’s expansion. As the Chief Financial Officer, you will be instrumental in shaping strategic choices through accurate financial analysis and projections. This...
-
Financial Aid Advisor
2 weeks ago
Nashville, Tennessee, United States The Tennessee Board of Regents Full timeJob Summary:The Tennessee Board of Regents is seeking a highly skilled Financial Aid Counselor to join our team. As a Financial Aid Counselor, you will play a critical role in the administration of student aid programs for a diverse population of traditional and non-traditional students.Key Responsibilities:Analyze student verification files for accuracy and...
-
Senior Financial Consultant
6 days ago
Nashville, Tennessee, United States Gpac Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor seeking a new challenge where your values align with those of a forward-thinking firm? Do you want to join a team that prioritizes integrity, client fiduciary responsibilities, and a culture that values transparency and professionalism?We're looking for a talented Financial...
-
Lead Financial Advisor
4 weeks ago
Nashville, Tennessee, United States NTT DATA Full timeReq ID: NTT DATA Services is dedicated to attracting outstanding, innovative, and driven professionals who aspire to grow with us. We invite you to become part of an inclusive, adaptable, and forward-thinking organization. We are currently seeking a Senior Financial Consultant to join our team. Position Overview: This Senior Financial Consultant will play a...
-
Chief Financial Officer
3 weeks ago
Nashville, Tennessee, United States Galactic Advisors Full timeJob Title: Chief Financial Officer at Galactic AdvisorsOverviewGalactic Advisors is on the lookout for a strategic leader to develop a comprehensive finance department that will propel the organization’s expansion. As the Chief Financial Officer, you will be instrumental in shaping strategic choices through accurate financial analysis and forecasting. This...
-
Chief Financial Officer
3 weeks ago
Nashville, Tennessee, United States Galactic Advisors Full timeJob Title: Chief Financial Officer at Galactic AdvisorsOverviewGalactic Advisors is in search of a visionary leader to develop a comprehensive finance function that will propel the company's expansion. As the Chief Financial Officer, you will be instrumental in shaping strategic decisions through accurate financial analysis and forecasting. This position...
-
Financial Operations Specialist
3 weeks ago
Nashville, Tennessee, United States MAHAN Healthcare Business Advisors Full timeAbout MAHAN Healthcare Business Advisors: MAHAN Business Healthcare Advisors is a boutique firm of 20 employees that provides business management and advisory services to healthcare providers. For over 30 years, we have offered comprehensive services to exponentially accelerate the trajectory of doctors, practices, and team members toward freedom, happiness,...