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Financial Advisor - Client & Compliance; Series

Job in Franklin, Williamson County, Tennessee, 37068, USA
Listing for: Find Great People | FGP
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
Position: Financial Advisor - Client Growth & Compliance (Series 65)
A growing financial services firm in Franklin, TN is seeking a professional Financial Advisor to join their team. This full-time, onsite role involves daily communication with clients, ensuring compliance with regulations, and maintaining accurate client documentation. Candidates should possess a Bachelor's Degree in Finance, have at least one year of experience in financial planning or advising, and hold a Series 65 License.

Join a dynamic team and support clients in achieving their financial goals.
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