Financial Advisor Licensed Assistant - Nashville, Tennessee United States - 33577



JOB DESCRIPTION

Job #: 33577
Title: Financial Advisor Licensed Assistant
Job Location: Nashville, Tennessee - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


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JOB DESCRIPTION

?Top-Tier RIA seeks a Series 7 licensed assistant for top-producing Financial Advisor.  Licensing is mandatory.  FA serves high net worth individuals, business owners, and professionals. Fast-paced environment, challenging, hands-on mentoring.  

 

 

 

QUALIFICATIONS

 

  • 2-3 yrs experience in financial industry
  • experience with preparing financial plans, data gathering, evaluation, organization, and input. 
  • Client facing, must possess excellent listening, oral and writing skills, plus the ability to be persuasive and effective to a wide range of customers.
  • Communicating with clients on all their financial situations and objectives.
  • Preparing documentation for client appointments.
  • FINRA Series 6 or 7, 63 and 65, or 66 required 

 

 

 

Education:
University - Bachelor's Degree/3-4 Year Degree

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