Financial Advisor - Nashville, TN
Core
Establish a portfolio of bank customers by providing investment solutions, financial planning services, and expert-level portfolio planning to meet customer financial objectives.
Role type
Financial Advisor (Banking)
Builds
Client relationships and investment portfolios for bank customers
Domain
Banking and Financial Services
Required skills
Financial planning, investment product knowledge, prospecting, lead utilization, compliance adherence, portfolio management
Preferred skills
Bachelor's degree, Certified Financial Planning (CFP), Chartered Financial Consultant (ChFC), Certified Retirement Specialist (CRS), 2+ years Financial Advisory experience
Technologies
Financial planning software, investment platforms
Responsibilities
Provide broad range of investment solutions and products, identify and follow up on opportunities to establish customer relationships, build and maintain a strong client network, conduct investment performance reviews, keep junior staff informed about investment products, adhere to compliance requirements
Seniority
Entry to Mid-level, individual contributor