Wealth Planning Associate | Client-Focused Advisor

A financial services firm in Nashville is seeking an Associate Financial Advisor to assist Financial Advisors by providing specialized wealth management solutions. Candidates should have an undergraduate degree in a related field and hold necessary licenses. Responsibilities include creating customized financial plans, engaging clients, and monitoring client revenues to maximize sales opportunities. Excellent communication skills and a strong background in investments are essential. #J-18808-Ljbffr