Applied Capital LLC · 2 days ago
Associate Financial Advisor
Nashville, TN
Full-time
Onsite
New Grad, Entry LevelApplied Capital LLC is a fee-for-service registered investment advisory firm based in Nashville. They are seeking an Associate Financial Advisor to grow into a skilled lead advisor within a supportive, team-based environment, focusing on client support, professional development, and business development.
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Hiring Manager
Jack Hudson, MBA, CFP®
Responsibilities
Participate in client meetings, manage follow-up tasks, and ensure day-to-day client service needs are handled accurately and promptly
Obtain Series 65 (or equivalent) license within the first 90 days and pursue the CFP designation as a part of ongoing professional development
Conduct outreach to new leads and help schedule prospect meetings
Serve as a secondary advisor for client relationships and progressively take on more responsibility as skills develop
Qualification
Required
Obtain Series 65 (or equivalent) license within the first 90 days
Pursue the CFP designation as a part of ongoing professional development
Demonstrate adaptability in a growing firm
Exhibit integrity
Possess strong communication skills
Show follow-through
Demonstrate efficiency
Ability to work well within a team-based environment
Preferred
Early-career candidates with an entrepreneurial spirit
Eager to learn and motivated to grow into a lead advisor role over time
Benefits
Base salary with annual cost-of-living adjustment
Performance-based bonus opportunities
Health insurance allowance
Long-term disability coverage
401(k) plan with employer match
Company
Applied Capital LLC
We help our clients organize their finances by connecting them to everything they own, owe, earn, and spend.
Founded in 2013
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase