Wealth Planning Associate: Build Plans & Investments

A financial services firm in Nashville seeks an Associate Financial Advisor to support Financial Advisors with wealth management solutions. You will analyze data for financial plans, engage clients, and assist with marketing efforts to grow the client base. Candidates should have an undergraduate degree in a relevant field, valid financial licenses, and three years of client-facing investment experience. This position offers a dynamic work environment focused on client service and financial planning. #J-18808-Ljbffr