Financial Advisor
Wealth Enhancement Group(1 month ago)
About this role
A Financial Advisor at Wealth Enhancement partners with the lead advisor and team to deliver personalized financial planning and wealth management services to clients in the Nashville, TN office. The role supports the firm’s planning-based approach and contributes to client retention and growth through high-touch advisory relationships.
Required Skills
- Financial Planning
- Client Service
- Relationship Management
- Prospecting
- Communication
- Mentoring
- Compliance
- Analytical Skills
- Technology Proficiency
- Investment Reviews
Qualifications
- Bachelor's Degree
- Series 7
- Series 66
- Series 65
- CFP (Preferred)
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