Financial Advisor — Wealth Management

Job overview

The Financial Advisor — Wealth Management role is an in-office, full-time position in Brentwood, TN, with a Monday–Friday schedule. Base salary is $60,000–$80,000 per year, plus performance bonuses. The role is with a growing wealth management firm and includes mentorship from senior advisors.

What you'll do

• Meet with clients to understand goals and financial circumstances
• develop personalized investment, retirement, and wealth plans
• support senior advisors in managing client portfolios
• grow the client base through referrals, networking, and community involvement
• maintain client records in CRM and planning software
• and stay current on regulations, products, and market trends. Requires 2+ years of relevant client-facing financial services experience and Series 65 or 66.

What we're looking for

Skills & competencies

financial advisor

wealth management

full-time

in-office

monday–friday

brentwood tn

fourpoint people

financial planning

retirement planning

portfolio support

series 65 or 66

$60,000–$80,000/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive benefits package
• support for continuing education and certifications
• performance bonuses.

Why this role

Hands-on mentorship, real client responsibility, continuing education and certification support, and a stated path to advancement.

About the employer

FourPoint People is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.