Financial Advisor- Fee Based

Hatteras Capital Advisors; Brentwood (TN); On-site; USD 90,000 - 150,000; Full time

Job summary

A financial advisory firm in Brentwood is seeking an experienced Fee-Only Financial Advisor to transition an existing business and develop new client relationships. Ideal candidates will have at least 3 years in financial planning, active Series 65/66 licenses, and strong communication skills. The position offers unlimited earning potential and opportunities for growth in a collaborative environment.

Qualifications

• Minimum of 3 years of experience in financial planning or investment advisory.
• Active Series 65/66 licenses; clean U-4 and U-5 history.
• Bachelor’s degree or higher is strongly preferred.

Responsibilities

• Transition an existing book of business and retain at least 60%.
• Develop new client relationships through networking and referrals.
• Deliver exceptional financial planning services and promote company offerings.
• Collaborate with team members and participate in meetings and events.

Skills

Excellent communication

Organizational skills

Client service skills

Business development

Relationship management

Education

Bachelor’s degree or higher

Tools

Microsoft Office

E-Money software

Job description

Job Title: Experienced Fee-Only Financial Advisor

Overview: We are seeking a seasoned Fee-Only Financial Advisor to join our team, expand their existing book of business, and potentially merge with our firm. The ideal candidate will work independently while collaborating with our successful team, benefiting from unlimited earning potential and opportunities to grow a thriving business leveraging our experienced leadership, reputation, and comprehensive range of services.

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Key Responsibilities:

• Seamlessly transition an existing book of business and retain at least 60%.
• Develop new client relationships through proactive engagement, networking, and referrals.
• Deliver exceptional financial planning services, promote company offerings, and adhere to regulatory guidelines.
• Collaborate with team members, participate in meetings, training, and community events.

Qualifications:

• Minimum of 3 years of experience in financial planning or investment advisory.
• Active Series 65/66 licenses; clean U-4 and U-5 history.
• Proficiency in relationship management, communication, Microsoft Office, and E-Money software.
• Bachelor’s degree or higher is strongly preferred.

Skills:

• Excellent communication, organizational, and client service skills.
• Strong business development and relationship management capabilities.

If you're an ambitious professional looking for growth and collaboration in a dynamic environment, we encourage you to apply.