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Investment Guidance Professional

Estate & Financial Strategies, Inc
Brentwood, TN Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/21/2025

Job Overview

Estate & Financial Strategies, Inc is seeking a skilled Financial Advisor to join our team.

Key Responsibilities

  • Provide high-quality financial guidance and investment advice to clients.
  • Develop and implement comprehensive financial plans tailored to individual client needs.
  • Maintain relationships with existing clients and prospect for new business opportunities.

Requirements

  • Relevant certifications such as ChFC or CFP, as well as securities and insurance licenses.
  • Minimum 2 years of experience in financial planning, wealth management, or a related field.
  • Strong analytical and problem-solving skills.

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