A leading financial services company is seeking a Financial Professional to join its team in Tennessee. The ideal candidate will be responsible for client acquisition, financial planning, and conducting retirement and investment seminars. Qualified individuals must have securities registrations, strong knowledge of defined contribution plans, and a desire to build client relationships. The role offers a competitive base salary plus commissions and the chance to work in a supportive environment with comprehensive resources.
Qualifications
Registered Representative with experience working retail wealth management.
Ability to recommend and implement investment strategies.
Strong understanding of defined contribution plans.
Responsibilities
Responsible for client acquisition and financial planning.
Conduct retirement and investment seminars.
Research client service issues and investment questions.
Skills
Prospecting
Client relationship management
Financial planning
Market knowledge
Territory management
Education
Securities registrations – Series 7, 65 & 66
Life & Health Insurance Licenses
Job description
A leading financial services company is seeking a Financial Professional to join its team in Tennessee. The ideal candidate will be responsible for client acquisition, financial planning, and conducting retirement and investment seminars. Qualified individuals must have securities registrations, strong knowledge of defined contribution plans, and a desire to build client relationships. The role offers a competitive base salary plus commissions and the chance to work in a supportive environment with comprehensive resources.