Find Great People | FGP · 4 days ago
Financial Advisor
Franklin, TN
Full-time
Onsite
Entry Level
1+ years expFind Great People | FGP is a growing company seeking a professional Financial Advisor to join their team in Franklin, TN. The role involves communicating with clients, ensuring compliance, and supporting other advisors in various initiatives.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Communicate daily with prospective and existing clients, addressing inquiries, processing orders, and supporting account needs
Research client and security information, ensuring accurate documentation and compliance with firm and industry regulations
Prepares and maintains client records, paperwork, and databases
Support other advisors with marketing initiatives, seminar preparation, and compliance approval for promotional materials
Organize and prepare materials for client meetings, including forms, reports, and presentations
Qualification
Required
Bachelor's Degree in Finance or related field
1 or more years of experience as a financial planner or advisor
Must possess a Series 65 License
Strong communication skills both verbal and written
Excellent attention to detail
Company
Find Great People | FGP
Find Great People (FGP) is a nationally recognized talent acquisition and human resources consulting firm.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Betsy Anthony
Chief Operating Officer, Senior Talent Consultant
Recent News
London Loves Business
2024-02-05
Company data provided by crunchbase