Financial Advisor

The Well Recruiting Solutions; Nashville (TN); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Monthly draw guarantee

Annuity compensation structure

High earning potential based on performance

Collaborative culture with mentorship

Job summary

A leading recruiting firm is seeking a Lead Financial Advisor in Nashville, TN. This role offers the opportunity to meet warm prospects and focus on advising without the burden of prospecting or back-office work. Ideal candidates should have a strong background in financial advisory, relevant licenses, and excellent presentation skills. Competitive earning potential with first-year income projected at $250K–$300K. Apply to step into a role that fosters career growth and success.

Qualifications

• 3+ years of client-facing financial advisory experience preferred.
• Comfortable presenting in workshops and meeting clients in person.
• Process-driven, accountable, and coachable.

Responsibilities

• Meet with warm, qualified prospects booked by the firm’s marketing team.
• Guide prospects through a proven client conversion process.
• Conduct 4–6 workshops per month to deepen community presence.

Skills

Client relationship management

Financial advisory expertise

Presentation skills

Discipline and accountability

Education

Licensed with Series 65/66 (or 7 with 66)

Life insurance license (or ability to obtain quickly)

Job description

Lead Financial Advisor – Nashville, TN

At The Well Recruiting Solutions, we partner with some of the fastest-growing independent RIAs in the country to connect top talent with high-impact opportunities. Right now, we’re representing a booming Nashville-based wealth management firm that’s expanding and looking for a Lead Financial Advisor to join their team.

This role is tailor-made for an advisor who thrives on building relationships and closing business — not grinding through prospecting lists or paperwork.

The Opportunity

• Meet with warm, qualified prospects booked by the firm’s marketing & appointment-setting team.
• Guide prospects through a proven client conversion process to turn them into long-term clients.
• Conduct 4–6 workshops per month to deepen community presence.
• Partner with dedicated Service Advisors to ensure seamless client handoff and retention.
• Focus on advising, presenting, and closing — the back office handles the rest.

Compensation & Growth

• Monthly Draw/Guarantee: $6,000/month to start (flexible for top producers).
• Annuities: 25% of street comp (avg. 7%).
• AUM: 10% of firm’s management fee (currently 1% and increasing to 1.5%) — paid for life.
• Earnings Potential:
• First-year realistic: $250K–$300K.
• Top performers earn $800K+ annually; senior advisors earn $1.5M+.

Ideal Candidate

• Licensed with Series 65/66 (or 7 with 66) and Life insurance license (or ability to obtain quickly).
• 3+ years of client-facing financial advisory experience preferred.
• Process-driven, accountable, and coachable — you’re more about discipline and culture fit than being a flashy salesperson.
• Comfortable presenting in workshops and meeting clients in person.

Why This Firm?

• No prospecting. No paperwork. Just advising.
• A holistic wealth management platform — tax, estate, investments, and insurance all under one roof.
• Strong marketing engine providing consistent warm leads.
• Booming Nashville market with expansion plans into Chattanooga.
• Collaborative, supportive culture with career growth and mentorship.
• Long-term trail income = true wealth-building opportunity.

Location

Nashville, TN (multiple local offices; 100% in-person client meetings).

Some local travel between offices required (within 1-hour drive).

About The Well Recruiting Solutions

At The Well, we specialize in matching top-tier financial professionals with firms where they can thrive. We bring industry expertise, a personalized approach, and a deep understanding of both candidate goals and firm needs.

Ready to take the next step in your career?

Apply today and let’s explore if this opportunity is the right fit for you.