Financial Advisor

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 Advisor to help support our rapid growth (more than 30% annually).

RESPONSIBILITIES WE’LL TRUST YOU WITH

Build and maintain excellent relationships with current and prospective clients as a support advisor. Assist in preparing for client meetings and follow-up activities. Gather data to create new and update existing financial plans and planning recommendations. Use planning software to create financial plans and retirement projections. Create and implement investment recommendations. Attend and actively participate in client meetings; present planning and investment recommendations and assist with implementation and monitoring. Become the primary point of contact for assigned clients.

QUALIFICATIONS

Bachelor’s degree in financial planning or related field from an accredited university. Minimum 3 years of financial planning experience. Certified Financial PlannerTM or CFP® candidate. Must be detail oriented and ambitious with high integrity, and above average written and verbal communication skills. Basic level of understanding of portfolio construction and traditional investment vehicles.

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.