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Financial Advisor

Augustine Talent Group
Nashville, USA
$100k - $300k
Closing date
Mar 12, 2024

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Job Function
Investment Advisor/Consultant
Industry Sector
Finance - General
Employment Type
Full Time
How Advisors Are Supported
  • As a financial advisor, you maintain a sense of autonomy and innovation to act in the best interests of your clients.
  • Insiders describe the firm as having a boutique culture backed by a powerful infrastructure. A spirit of collaboration exists across the firm, and you'll have direct access to their senior leadership team, industry-leading research analysts, investment bankers and other professional peers.
  • Advisors enjoy full access to a sophisticated, broadly diversified platform of financial services supported by in-house expertise and wirehouse-level technology systems.
  • The firm's core philosophy evolves around providing growth and value for advisors and their clients.
  • One of the most competitive compensation structures in the industry.
  • Dedicated transition support to orchestrate a smooth transition for you and your clients.

Skills and Requirements

Financial advisor candidates must possess a track record of success in designing and implementing financial solutions and developing long-standing relationships with their clients. You must have a deep knowledge of the financial markets, complex financial concepts, investment products and financial services and understand how to implement these in a cohesive approach to help your clients achieve their long-term financial goals. You should be adept at collaborating with other professionals to expand the level of service and solutions you offer to existing and new clients.
  • Experience and understanding of investments, wealth planning, complex financial solutions, and financial markets.
    • Minimum 5 years of financial industry experience
    • Security Industry Essentials (SIE) Series 7, Series 63, and Series 65 or 66 licenses required.
    • Bachelor's degree in finance or related field. MBA preferred.
  • Commitment to providing financial solutions that are in the best interest of your clients and that address their individual financial needs and objectives.
  • Strong performance and track record of maintaining long-term client relationships.
  • Demonstrated ability to expand your practice through new client acquisition and growth in assets under management.
  • Excellent verbal and written communication skills are required.
  • Proficient in required technology, including Microsoft Word, Excel, and Outlook.

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