Financial Advisors in Tennessee Nashville
Financial Advisors in Tennessee Nashville
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Job Description
Are you a Wiser Financial Advisor
We have relationships with BDs RIAs & Independents
Lets discuss whats important for you. We have relationships globally
Financial Advisor Profile:
Our client is in the top 10 of U.S. Banks that is actively growing their nationalbroker dealer network.
- Currently they have coverage in over 17 states D.C. and has leading market share in 7 of the 10 top fastestgrowing markets in the U.S.
- Candidates and or teams must have aminimum T12 of $500K with transferable assets
- Both wire house and bank advisors are welcomed to apply
- FAs are paid on loans investments and insurance.
- FAs can continue to grow their practice through other business partners in the firm.
- Larger producers with clients at the Reserve $5M $25M level can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience.
- Advisors with niche business they can partner with wealth advisors in their specialty groups (medical legal international business and sports & entertainment).
- Our client has an open architecture platform through Envestnet and competitive industry products. FAs utilize Relationship Advisory Process (RAP) Financial planning model connecting to IRM. They are a fullservice brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients.
- FAs are paid on loans investments and insurance. When an FA partners with business partners they receive sales referral credit which posts to their grid.For example: At a Wire house Private Bank is competition here we are partners where the Private Bank handles banking and lending functions FA handles investments.
- For established advisors succession planning options to join 3 sunset agreements available (variable fixed buyout)
Please contact Fabiana Mallory of Avior Executive Search directly for any additional information at . All information will be kept strictly confidential.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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