Financial Advisor

CAP Partners, LLC; Franklin (TN); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Competitive pay

Work-life integration

Growth opportunities

Job summary

CAP Partners, LLC is seeking a Financial Advisor with a planning focus to develop and nurture client relationships with the backing of experienced professionals, while also growing your own book with the team.

Candidates should hold a Series 65, a four-year degree or equivalent, 3+ years in financial services, and CFP or CPA designations. Proficiency with eMoney or MoneyGuidePro is preferred; this is a full-time role with an estimated total compensation of $80–$100k by year end.

Qualifications

• Self-starter with an entrepreneurial spirit and client-focus.
• Strong interpersonal aptitude and clear written/verbal communication.
• In-depth knowledge of financial planning and securities products.

Responsibilities

• Manage and build strong client relationships.
• Provide financial planning and investment advisory services.
• Research and present investment strategies.
• Develop and execute retirement planning.
• Implement risk management and tax planning.
• Coordinate estate planning within the overall plan.
• Develop and grow a book of business.
• Full-time position with earnings potential.

Skills

Self-starter with entrepreneurial sp.

Strong interpersonal aptitude

Comprehensive knowledge of financial p

Securities industry understanding

Written and verbal communication

Results-oriented mindset

Experience with planning software

Education

Series 65 license

4-year degree or equivalent

CFP / CPA or related designations

Tools

eMoney

MoneyGuidePro

Job description

CAP Partners is a boutique financial planning and advisory firm whose commitment to our clients is to help them pursue their life goals with consistent planning, wise investing and strong team support. We extend this same approach to our team where we value balance for our team with support for their financial, spiritual and family life. We offer work-life integration, competitive pay and opportunities to grow professionally.

Position Summary

This Financial Advisor position will have a planning focus. You will develop and build client relationships with the support of experienced financial professionals with years of industry experience. In addition to cultivating your own book, advisors within the team will help to add to the success of an incoming advisor.

Qualifications

Type of candidate

• Self-starter with an entrepreneurial spirit.
• Strong interpersonal aptitude.
• Comprehensive knowledge of topics related to financial planning.
• In-depth understanding of the securities industry, including investment and insurance products and services.
• Exemplary written and verbal communication skills.
• Results-oriented mindset.
• Experience with financial planning software (eMoney, MoneyGuidePro)

Preferred Education and Experience

• Securities License for Investment Advisors (Series 65)
• 4 year degree or equivalent experience
• 3+ years experience in the financial industry
• CFP, CPA, or other finance related designations

Duties & Responsibilities:

• Manage & build strong client relationships.
• Provide financial planning and investment advisory services.
• Research and present investment strategies.
• Develop and execute retirement planning.
• Implement risk management and tax planning strategies.
• Coordinate estate planning with overall plan.
• Develop and grow a book of business.
• Full-time position.
• Estimated $80-100k total compensation range by end of first year.