Financial Advisor
2 months ago
Are you looking for an environment where the firm’s values align with your own? Are you seeking a home where integrity and client fiduciary responsibilities are more important than an AUM quota?
I have a unique firm who places culture ahead of profit. A firm who believes that’s its clients can best be served by professionals who are transparent in both their communication and intent.
Are you a Financial Advisor with an exiting book of business that generates at least $350k in Annual Revenue and growing.
If you have a FINRA 7 and 65 and a clean U5 we should have a conversation.
What we offer:
- A generous pay out plan and the ability to own your own book of customers
- The firm provides Breakaway and Transition Assistance with moving over clients
- Plug-in-Play Resources (computers, phones, software platform) and access to an established COI
- Ability to set up your own LLC which allows you to deduct expenses such a client entertainment and a company vehicle
- Continuity Agreement which provides for an independent valuation of the value of your book should you decide to retire and sell the book.
- Decades of experience guiding high and ultra-high net worth individuals and families.
For more information on this compelling opportunity contact david.boldon@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
-
Financial Advisor
1 month ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Financial & Tax Architects LLC. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their retirement.Key Responsibilities:Meet with High-Quality Prospects (HQP) to...
-
Financial Advisor
4 weeks ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeUnlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Advisor, you'll play a pivotal role in shaping the future of retirement solutions.Our team is built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor. We're committed to...
-
Financial Advisor
1 week ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeJob SummaryWe 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...
-
Wealth Management Advisor
5 days ago
Nashville, Tennessee, United States Truist Financial Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Truist Financial. As a Wealth Advisor, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with comprehensive wealth management advice and solutions.Key ResponsibilitiesMeet revenue...
-
Senior Financial Consultant
5 days ago
Nashville, Tennessee, United States Wood Financial Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Wood Financial Group. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Prepare and present customized financial plans to clientsAssist clients with...
-
Financial Services Professional
2 weeks ago
Nashville, Tennessee, United States Wood Financial Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Wood Financial Group. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and implement customized financial plans for...
-
Financial Services Consultant
1 month ago
Nashville, United States Financial & Tax Architects LLC Full timeJob DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $200,000+. Unlimited earning potential!Location: Nashville, TN (Onsite work required).Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2 position.Retirement Financial Advisor...
-
Appointment Coordinator
2 weeks ago
Nashville, Tennessee, United States Advisor Employee Services Full timeAppointment Coordinator OpportunityWe are seeking a highly skilled and organized individual to join our team as an Appointment Coordinator. This role is perfect for someone who is passionate about building relationships and providing exceptional customer service.Key Responsibilities:Engage with prospective clients to schedule appointmentsImplement and assist...
-
Financial Services Consultant
1 week ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeJob DescriptionAs a Financial Services Consultant at Financial & Tax Architects LLC, you will play a crucial role in helping clients achieve their retirement goals. With a strong focus on sales and a drive for success, you will work with High-Quality Prospects (HQP) to deliver exceptional financial services.Responsibilities:Meet with HQPs to understand their...
-
Financial Services Consultant
1 month ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeUnlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Services Consultant, you'll play a pivotal role in shaping the future of retirement solutions.Key Responsibilities:Meet with High-Quality Prospects to understand their financial needs and retirement...
-
Financial Services Consultant
3 weeks ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeUnlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Services Consultant, you'll play a pivotal role in shaping the future of retirement solutions.Key Responsibilities:Meet with high-quality prospects to understand their financial needs and retirement...
-
Wealth Management Advisor
2 weeks ago
Nashville, Tennessee, United States Raymond James Full timeAdvisor Mastery ProgramAt Raymond James, we're committed to developing the next generation of financial advisors through our comprehensive Advisor Mastery Program (AMP). This program takes a holistic approach to training, incorporating technical and sales skills to fully position new advisors for success.As a Financial Advisor Trainee, you'll work closely...
-
Financial Operations Specialist
1 month 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...
-
Wealth Management Advisor
1 week ago
nashville, United States The KXN Full timeThe KXN is working closely with a reputable Wealth Management company in the Nashville area that is looking for a skilled and motivated Wealth Advisor to join their growing team. This is a fantastic opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized...
-
Wealth Management Advisor
5 days ago
nashville, United States The KXN Full timeThe KXN is working closely with a reputable Wealth Management company in the Nashville area that is looking for a skilled and motivated Wealth Advisor to join their growing team. This is a fantastic opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized...
-
Wealth Management Advisor
2 weeks ago
Nashville, United States The KXN Full timeThe KXN is working closely with a reputable Wealth Management company in the Nashville area that is looking for a skilled and motivated Wealth Advisor to join their growing team. This is a fantastic opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized...
-
Financial Services Professional
1 month 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...
-
Financial Management Consultant
2 weeks ago
Nashville, Tennessee, United States CAPTRUST Full timeSenior Client Management ConsultantCAPTRUST is seeking a highly skilled Senior Client Management Consultant to join our team. As a key member of our client service team, you will work closely with financial advisors to service and retain wealth client relationships.The ideal candidate will possess specialized knowledge and skills, obtained through experience...
-
Business Financials Specialist
3 weeks ago
Nashville, Tennessee, United States MAHAN Healthcare Business Advisors Full timeJoin Our Team as a Financials ProfessionalWe are seeking a detail-oriented and self-motivated Financials Professional to join our team at MAHAN Healthcare Business Advisors. As a Financials Professional, you will be responsible for preparing and reviewing financial statements, performing bank reconciliations, maintaining the general ledger, and importing...
-
Patient Financial Advisor
2 weeks ago
Nashville, Tennessee, United States OneOncology Full timeJob Title: Patient Financial CounselorAt OneOncology, we are committed to delivering exceptional patient care and experience. We are seeking a highly skilled and compassionate Patient Financial Counselor to join our team.Job Summary:The Patient Financial Counselor will provide financial counseling services to patients, including benefits, out-of-pocket...