Licensed Financial Advisor - Client Service Advisor

Retirement Income Solutions LLC is seeking a Licensed Financial Advisor - Client Service Advisor to support clients from our on-site office in Murfreesboro, Tennessee. The role emphasizes comprehensive financial planning and attentive client service, covering investments, retirement planning, tax planning, and estate planning while fostering strong client relationships. A minimum of five years of experience, along with the required licenses, is essential for this position.

Responsibilities

• Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
• Conduct thorough financial assessments to understand clients' current financial situations and future goals
• Develop customized financial plans based on clients' needs and risk tolerance
• Monitor clients' investment portfolios and make recommendations for adjustments as needed
• Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice
• Build and maintain strong relationships with clients through regular communication and meetings
• Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
• Educate clients on various financial products and services available to them
• Provide exceptional customer service by addressing client inquiries and concerns in a timely manner

Requirements

• Bachelor's degree in finance, business, or a related field - preferred
• Proven experience working in the financial services industry as a Financial Advisor or similar role
• Strong knowledge of asset management, tax planning, cash management, and financial planning principles
• Excellent mathematical skills with the ability to analyze complex financial data
• Exceptional customer relationship management skills with the ability to build trust and rapport with clients
• Strong sales abilities with a track record of meeting or exceeding targets
• Knowledge of wills, trusts, estate law is preferred but not required
• Excellent communication skills, both verbal and written
• Ability to work independently and as part of a team

Experience & Licenses

• Financial concepts: 5 years (Required)
• Client services: 5 years (Required)

Licenses & Certifications

• Series 65 (Required)
• Life Insurance License (Required)

Compensation & Benefits

• Salary: USD 60,000 per year
• Bonus opportunities
• Commission pay

Benefits

• Paid time off
• Paid training

Job Type

Full-time

Location & Relocation

• Location: Murfreesboro, TN 37129 (onsite)
• Relocation: Relocate to Murfreesboro, TN 37129 before starting work (Required)
• Ability to commute: Murfreesboro, TN 37129 (Required)
• Work location: In person