Financial Advisor Job at Estate & Financial Strategies, Inc, Brentwood, TN

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  • Estate & Financial Strategies, Inc
  • Brentwood, TN

Job Description

Company Description

independent RIA/IAR in business for 35 years

Role Description

This is a full-time on-site role for a Financial Advisor at Estate & Financial Strategies, Inc in Brentwood, TN. The Financial Advisor will be responsible for providing financial guidance, investment recommendations, and retirement planning services to clients.

Qualifications

  • Strong knowledge of financial instruments, markets, and investment strategies
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial information and provide recommendations
  • Experience in financial planning, wealth management, or related field
  • Relevant certifications such as ChFC or CFP and securities and insurance licenses
  • We provide comprehensive financial planning, with a specialty in Retirement Planning.

Job Tags

Full time,

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