FINANCIAL ADVISOR (Chatanooga)

What a financial advisor does:

  • Identifies and sets appointments with potential clients
  • Works closely with a mentor to meet with clients to assess their financial needs
  • Designs, develops, and implements a marketing plan
  • Develops a customized financial plan to address each client’s outlined goals
  • Maintains strong relationships with clients, helping them to track their progress over time
  • Provides ongoing consultation and support

Some of the features of this position include:

  • One-on-One training from seasoned leaders in the financial planning industry locally.
  • A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
  • Uncapped earning potential – top advisors can make $100,000+ in their first year – advisors must be comfortable with the majority of their compensation coming from their results
  • Numerous career path options, including advanced financial advisor, compliance, field management and corporate opportunities.

Additional Requirements of the role:

  • Associate or Bachelor’s degree (preferably in business or an industry-related field)
  • Ability to obtain licenses * U.S. Citizen or Permanent Resident
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