Financial Advisor

Shoemaker Financial; Brentwood (TN); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive training through Apprent

Competitive compensation package

Incentive Based Recognition trips

Performance incentive programs

Extensive support resources

Job summary

Shoemaker Financial is seeking a Financial Advisor to assess clients’ needs, develop financial strategies, and implement recommendations by offering suitable solutions. The role emphasizes integrity, trust, and teamwork in a collaborative environment.

Candidates should have a bachelor’s degree, a proven sales record, excellent communication skills, and the ability to obtain necessary licenses. Training programs and extensive support resources help drive success and career development.

Qualifications

• Bachelor’s Degree and licenses required or obtainable.
• Proven ability to accomplish sales goals.
• Excellent written and verbal communication skills.
• Strong interpersonal skills.
• Ability to work independently and within a team.
• Ability to obtain required licenses.

Responsibilities

• Assess clients’ needs and goals.
• Develop strategies to help clients achieve their goals.
• Implement recommendations by offering appropriate solutions.

Skills

Proven sales success

Excellent communication

Interpersonal skills

Team collaboration

Independent work

Education

Bachelor’s Degree

Job description

Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions.

• Comprehensive training through Apprenticeship and Residency programs
• Competitive compensation package
• Incentive Based Recognition trips with travel opportunities
• Performance incentive programs
• Extensive support resources

Job Requirements

As a Financial Advisor you should have a successful track record of success preferably in leadership, marketing, or business development positions. Your values must align with ours in integrity, trust, and mutual respect.

Additional requirements of the Financial Advisor include:

• Bachelor’s Degree
• Proven ability to accomplish sales goals
• Excellent written and verbal communication skills
• Strong interpersonal skills
• Ability to work independently and within a team
• Ability to obtain required licenses

About us

Shoemaker Financial is an independently owned and operated financial planning firm. As a Financial Advisor, you are responsible for achieving various licenses and registrations necessary to be able to offer insurance products, securities and investments; we are committed to your success and offer assistance to help you attain the licenses with bonus compensation paid upon successful achievement of licensure. We provide a comprehensive six-month training program along with partnering you with an experienced mentor. Securities and investment advisory services offered through Cetera.