Financial & Tax Architects ยท 1 day ago
Financial Advisor
Nashville Metro
Full-time
Onsite
Senior Level
$135K/yr - $400K/yrFinancial & Tax Architects is a firm dedicated to providing exceptional financial services and retirement planning. They are seeking motivated Financial Advisors who excel in sales to work with high-quality prospects, offering personalized financial solutions and maintaining strong client relationships.
AccountingConsultingFinancial ServicesRetirement
Hiring Manager
Carlina Lambert SHRM-CP
Responsibilities
Meet with HQPs, understand their financial needs and retirement goals, and convert them into High-Quality Clients (HQC)
Lead educational seminars with potential clients (filled through FTA's marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings
Employ your public speaking prowess to educate clients about the most suitable options
Serve HQCs by providing personalized financial solutions and maintaining strong client relationships
Dedicate 80% + of working time to sales activities, delivering classes/seminars, client meetings, and relationship building
Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team
Lead a team initially, including an Account Manager (AM) who manages administrative work and asset transfers and assists with plan preparation. As the FA's book of business expands, collaborate with a Junior Planner (JP) to handle reviews and smaller clients, allowing the FA to focus on more significant opportunities
Oversee client issues and guide the team to ensure exceptional client service
Teach a college course designed to attract and engage HQPs
Qualification
Required
Active State Life and Health License or willingness to pass exam within 30 days of employment is necessary
Must hold an active Series 65 or 7/66 and State Life & Health License
Prior experience in wealth or financial planning, advising, or life and annuity sales is required
Strong ability to identify and engage with high-quality prospects (HQP) with investable assets ranging from $500k to $5M and experience in life insurance, mortgage brokerage, or premier banking
Self-motivated and driven to exceed sales targets and earn substantial income (W2 on target earnings Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn $400k - $1M + based on performance)
Exceptional communication and interpersonal skills to build rapport with clients and establish long-term relationships
Ability to work flexible hours, including 2 - 4 evenings per week, to accommodate client availability
Demonstrated ability to lead and manage a team, ensuring efficient collaboration and outstanding results
Willingness to continuously learn about financial products and industry trends to provide up-to-date advice to clients
Benefits
Health Insurance - 50% employer coverage
Dental Insurance
Vision Insurance
401(k) with 3% match
Paid vacation/PTO
All leads are provided, and seminars are filled for you!
Hands-on, comprehensive training and development
Administrative support with a dedicated Account Manager (AM)
Flexible work-life balance
All overhead costs covered by FTA (marketing, office expenses, admin support, setting up seminars, etc.)
Family-oriented environment
Company
Financial & Tax Architects
Financial & Tax Architects offers cash and investment management, estate and tax preparation, and retriment planning solutions.
Founded in 2018
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase