Financial Planning Associate |Franklin, TN
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.
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. Paid holidays and vacation. Mentoring from firm partners. Young team with well supported growth opportunities. No business development requirements.