Associate Financial Advisor

Recruiting Partner: Tara Reynolds

Franklin, Tennessee | Finance | Not Remote | $55,000 to $100,000 | Job ID: 127196

Job Summary

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An established and expanding financial services and wealth management firm in Franklin, TN with $850mm AUM is looking for an Associate Financial Advisor to make an immediate impact by supporting the Senior Financial Advisor team. The ideal Associate Financial Advisor will bring a customer-focused attitude to contribute to the team.

Associate Financial Advisor Responsibilities:

  • Respond to client inquiries as needed
  • Operate with a proactive approach to Advisors and clients
  • Follow-up on pending business with companies and client
  • Assist Advisor with pre-appointment preparation
  • Resolve any issues regarding new accounts
  • Generate and provide various reports to Advisor

Associate Financial Advisor Qualifications:

  • 1 to 3 years of financial industry experience
  • Series 65 or 66 license required
  • Bachelor's degree preferred
  • Process driven
  • Strong follow-through
  • Self-directed initiative
  • Excellent communication; both verbal and written

Associate Financial Advisor Benefits:

  • Competitive Salary 
  • Excellent Benefits
  • Growth opportunities

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

 

JOB ID: 127196

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Tara Reynolds

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

Tara Reynolds

Recruiting Partner

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

Tara Reynolds

Recruiting Partner