Company Description

independent RIA/IAR in business for 35 years

Role Description

This is a full-time on-site role for a Financial Advisor at Estate & Financial Strategies, Inc in Brentwood, TN. The Financial Advisor will be responsible for providing financial guidance, investment recommendations, and retirement planning services to clients.

Qualifications

• Strong knowledge of financial instruments, markets, and investment strategies
• Excellent communication and interpersonal skills
• Ability to analyze complex financial information and provide recommendations
• Experience in financial planning, wealth management, or related field
• Relevant certifications such as ChFC or CFP and securities and insurance licenses
• We provide comprehensive financial planning, with a specialty in Retirement Planning.