Financial Advisor

Tristate Financial Advisors; Nashville (TN); On-site; USD 52,000 - 78,000; Full time

Job summary

Tristate Financial Advisors, a branch of Florida Financial Advisors, is seeking a Junior Financial Consultant for our Nashville & Chattanooga, TN offices. This on-site role involves assisting with financial planning, offering investment advice, supporting retirement planning, and analyzing data to craft personalized strategies for clients.

You will collaborate closely with clients to align financial goals with immediate and long-term needs.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business or related field.
• CFP or willingness to obtain certifications is advantageous.
• Strong analytical and data interpretation abilities.
• Excellent interpersonal and communication skills.
• On-site collaborative work environment.

Responsibilities

• Assist with financial planning and create personalized strategies.
• Provide investment advice and support retirement planning.
• Analyze financial data to tailor client strategies.
• Maintain regular client communication with updates and adjustments.

Skills

Financial Planning

Retirement Planning

Financial strategy development

Investments

Finance principles

Analytical skills

Interpersonal skills

Education

Bachelor's degree in Finance/Economics/Accounting/Business

CFP certification (or willingness to obtain)

Job description

Tristate Financial Advisors, a branch of Florida Financial Advisors, is a full-service financial and wealth management firm dedicated to meeting the unique financial needs of Tristate residents. By taking a personalized, holistic approach, we help clients design tailored strategies to achieve their financial goals, whether it's planning for education, purchasing assets, or launching a business. We emphasize maximizing financial outcomes by aligning with individual career paths and company benefits. With offices across the East Coast, including Philadelphia, DC Area, Charlotte, Charleston, and Nashville, we are committed to supporting clients at every step of their financial journey.

Role Description

We are seeking a Junior Financial Consultant to join our team full-time at our Nashville & Chattanooga, TN offices. In this on-site role, you will assist with financial planning, provide investment advice, support clients in retirement planning, and analyze financial data to create personalized strategies. You will work collaboratively with clients to evaluate their financial goals and address immediate and long-term needs while maintaining regular communication to provide updates and adjustments.

Qualifications

• Proficiency in Financial Planning, Retirement Planning, and comprehensive financial strategy development
• Knowledge of Investments and core Finance principles
• Strong Analytical Skills and the ability to interpret complex financial data
• Exceptional interpersonal and communication abilities
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Relevant certifications such as CFP or a willingness to obtain certifications are considered an advantage
• Detail-oriented, proactive, and able to work effectively within a collaborative on-site environment