Financial Advisor

FourPoint People; Brentwood (TN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive benefits package

Professional development support

Mentorship and growth opportunities

Job summary

FourPoint People in Brentwood, TN is seeking a Financial Advisor with ~2 years of client-facing experience to join a growing wealth management firm. This direct-hire role offers mentorship, support, and room to grow with a base salary of $60,000 to $80,000.

You will help individuals and families plan for retirement and build long-term wealth, working alongside experienced senior advisors who are invested in your success. A clear path to advancement is provided.

Qualifications

• 2+ years of client-facing financial services experience.
• Series 65 or 66 required.
• Bachelor’s degree in finance, business, economics, or related field preferred.
• CFP designation or progress toward it is a plus.
• Strong communication and a consultative client-first approach.

Responsibilities

• Meet with clients to understand goals, assess financial picture, and build long-term relationships.
• Develop personalized plans covering investments, retirement, and wealth strategies.
• Work with senior advisors to manage and grow client portfolios.
• Grow the client base through referrals, networking, and community involvement.
• Keep accurate client records in the firm’s CRM and planning software.
• Stay current on regulations, products, and market trends.

Skills

Communication

Consultative approach

Client-first mindset

Learning mindset

CRM systems

Financial planning software

Microsoft Office

Education

Bachelor’s degree (Finance/Business/Economics)

Tools

CRM systems

Financial planning software

Microsoft Office

Job description

Description

A growing wealth management firm in the Brentwood area is looking for a Financial Advisor ready to take the next step in their career. If you have about 2 years of experience working with clients and want a direct hire role with mentorship, support, and room to grow, this position is built for you. Earn $60,000 to $80,000 in base salary, plus performance bonuses and a clear path to advancement.

Role Overview

As a Financial Advisor, you are a trusted guide for your clients. You will help individuals and families understand their options, plan for retirement, and build long-term wealth, working alongside experienced senior advisors who are invested in your success.

Key Responsibilities

• Client Advisory: Meet with clients to understand their goals, assess their financial picture, and build long-term, trusting relationships.
• Financial Planning: Develop personalized plans covering investments, retirement, and wealth strategies.
• Portfolio Support: Work with senior advisors to manage and grow client portfolios.
• Business Development: Grow the client base through referrals, networking, and community involvement.
• Account Management: Keep accurate client records in the firm’s CRM and planning software.
• Compliance: Stay current on regulations, products, and market trends.

Skills & Qualifications

• Experience: 2+ years as a financial advisor, associate advisor, or in a similar client-facing financial services role.
• Licensing: Series 65 or 66 required.
• Education: Bachelor’s degree in finance, business, economics, or a related field preferred.
• Core Traits: Strong communication, a consultative client-first approach, and a desire to learn and grow.
• Tech Skills: Comfortable with CRM systems, financial planning software, and Microsoft Office.
• Bonus: CFP designation or progress toward it is a plus.

Work Environment

This is a full-time, in-office role with a standard Monday through Friday schedule. You will join a supportive team where newer advisors get real client responsibility and hands-on mentorship.

Compensation & Perks

• Base Salary: $60,000 to $80,000, depending on experience
• Performance Bonus: Additional earning potential based on performance and client growth
• Benefits: Competitive benefits package
• Professional Development: Support for continuing education and certifications

Career Path

This firm promotes from within. Successful Financial Advisors can advance into:

1. Senior Financial Advisor
2. Wealth Manager
3. Lead Advisor with your own book of business