Financial Associate
Immediately
New Planner Recruiting
Charlotte Jacobs
.
Franklin, TN
cjacobs@newplannerrecruiting.com
Email
GROWING, FEE-ONLY FIRM. ~$200M AUM
Our relationships with clients are built on the belief that financial freedom happens at the intersection of simple and smart – being financially responsible doesn’t need to be complicated. We believe in sharing great “free” information through The Money Guy Show where our audience can learn, apply, and grow their financial resources with the understanding that when they get to the point of success that they need a co-pilot or advisor, they give us a shot. As a result, we are seeking a Financial Associate to help support our rapid growth (more than 30% annually).
RESPONSIBILITIES WE’LL TRUST YOU WITH
We believe in providing early opportunities for new associates to interact with clients. No more hiding you in the back for 2-3 years of admin work before you get to interact with clients! Assist lead advisors with all aspects of client meeting prep and follow-up. Maintain client records in CRM. Assist with trading and rebalancing of client investment accounts. Interact with clients over the phone and in-person. Work with lead advisors to assist in the preparation of financial plans and recommendations. Conduct research in response to client questions and requests.
QUALIFICATIONS
Bachelor’s degree in financial planning or related field from an accredited university. 1-3 years of financial planning experience. CFP® candidate or pursuing CFP® certification, preferred. Ability to work efficiently, independently, and accurately. Must be a team player with high integrity, and strong written and verbal communication skills.
THE PERKS
We were founded on the cornerstones of family and stewardship. These beliefs not only extend to our clients, but also to our team. Work in historic downtown Franklin, TN with a spectacular quality of life only 20 minutes from Music City. Base salary with bonus structure. Generous retirement plan contribution (6-8% annual, non-elective employer contribution). Employer subsidized group health insurance. Charitable matching program. Paid holidays and vacation. Mentoring from firm partners. Young team with well supported growth opportunities. No business development requirements.