Job Description

What We Are Looking For

• The goal of this role is to fast-track the right candidate into a Lead Advisor role within 2-5 years, where they will be directly responsible for onboarding and caring for our clients.
• A high-energy and high-caliber teammate that can work effectively with deadlines and anticipate client needs leading up to meetings. 
• Someone excited to embody our core values, mission, and vision. 
• An individual with 1-4 years of previous experience in financial planning and wealth management, preferably in the independent RIA space. 
• A person who is humble, fun to work with, listens carefully, has a passion to serve, and is a reliable team member who follows through with commitments. Do what you say you are going to do. 
• Being located in Nashville is preferred, but not required.

What You Will Do

• Attend prospect and client meetings with your Lead Advisor. 
• Take notes during the meeting to document key updates and planning points, ensure that all necessary information and follow up items are captured. 
• Draft emails for client communication for the Lead Advisor based on client notes and needs. 
• Enter data into Wealthbox CRM to ensure documentation of follow-up items and set tasks for yourself and other team members based on those items. 
• Track outstanding client action items and assist with tracking various KPIs for client meetings, client success, etc. 
• Work with the Lead Advisor to prepare for meetings and execute on financial planning work between meetings with clients. 
• Create a draft of financial plans using Right Capital and recommendations for the Lead Advisor to review and present to the client. 
• Attend weekly team meetings and one-on-one meetings with the Lead Advisor for client management, training, and career development. 

Requirements

Education & Certifications

• Bachelor’s degree
• Series 65
• Enrolled Agent (EA) Designation (desired)
• CFP® certification (desired) - T he ideal person for this position is a CFP ® Candidate or working toward passing the exam

Mindset & Skills Requirements

• Working knowledge of Google Workspace (particularly Sheets and Docs)
• Excellent customer service instincts with a friendly & patient personality
• Ability to work independently while still delivering results in a timely fashion
• Quick response
• Quality written communication
• Effective problem solving skills 
• Experience with the following platforms is a plus: 
• Wealthbox
• RightCapital
• Canva
• Betterment Advisor Solutions
• Altruist

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