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Financial Consultant Financial Analyst

Financial Planner & Advisor: Client-Focused Guidance

Job in Franklin, Williamson County, Tennessee, 37068, USA
Listing for: Transamerica
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Franklin, TN is seeking a full-time Financial Professional to assist clients with financial planning and analysis. Responsibilities include providing financial reports, analyzing financial data, and maintaining regular communication with clients to meet their financial goals. Candidates should possess strong skills in financial planning and reporting, excellent analytical abilities, and effective communication skills. A Bachelor's degree in a related field is preferred, and relevant certifications such as CFP are an advantage.
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