Financial Advisor — Flexible Schedule & Growth Residency

Strategic Financial Partners; Nashville (TN); On-site; USD 40,000 - 85,000; Full time

Job summary

Strategic Financial Partners in Tennessee, Alabama and Arkansas seeks Financial Services Representatives to build a book of business, provide investment and insurance planning, and network for client growth. The role emphasizes education and ongoing professional development within a brokerage-advisory framework.

As an independent contractor, you will manage your own schedule and work with a diverse client base, supported by a residency-style development program and team resources.

Qualifications

• Excellent interactive skills and sales abilities.
• Firm belief in financial products and solutions.
• Demonstrates determination and commitment.
• Presents one’s self as outgoing and confident.

Responsibilities

• Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind.
• Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clients.
• Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual needs.
• Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulations.
• Provide first class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements and policies.

Skills

Sales skills

Interpersonal skills

Self-motivation

Job description

Strategic Financial Partners in Tennessee, Alabama and Arkansas seeks Financial Services Representatives to build a book of business, provide investment and insurance planning, and network for client growth. The role emphasizes education and ongoing professional development within a brokerage-advisory framework.

As an independent contractor, you will manage your own schedule and work with a diverse client base, supported by a residency-style development program and team resources.