Financial Advisor: Flexible Schedule & Growth Residency

Strategic Financial Partners; Nashville (TN); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Residency program

Team-based advisory

Support network

Flexible scheduling

Southeast growth opportunities

Job summary

Strategic Financial Partners in Nashville is seeking Financial Services Representatives to build a client book and provide investment and insurance guidance to individuals and business owners across the Tennessee market.

You will join a firm with a long history and a strong support network, offering residency-style development, team collaboration, and growth opportunities across the Southeast. This role emphasizes flexible scheduling and client-centric financial planning.

Qualifications

• Strong sales-oriented approach with ability to analyze client needs.
• Good interpersonal communication and client relationship skills.
• Ability to network and build a client base in the Market.
• Understanding of investments and insurance solutions is a plus.

Responsibilities

• Prepare recommendations based on client needs analysis and best interests.
• Deliver investment and insurance guidance to meet client goals.
• Provide financial services advice and explain product pros/cons.
• Meet or exceed sales goals while adhering to policies and regulations.
• Deliver first-class service through the sales process and licensing requirements.

Skills

Sales skills

Interpersonal skills

Networking

Financial products knowledge

Job description

Strategic Financial Partners in Nashville is seeking Financial Services Representatives to build a client book and provide investment and insurance guidance to individuals and business owners across the Tennessee market.

You will join a firm with a long history and a strong support network, offering residency-style development, team collaboration, and growth opportunities across the Southeast. This role emphasizes flexible scheduling and client-centric financial planning.