PERSONAL FINANCIAL ADVISOR
We are looking for someone who has the ability and the degree advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
- Work in this occupation requires being inside most of the time
Enterprising, Conventional, Social
Independent, Achievement, Recognition
- Active Listening
- Critical Thinking
Applicants must have a minimum education level of a bachelor's degree in at least one of the following majors: finance, economics, accounting, business, mathematics, or law.
The average median salary for personal financial advisors in the state of Tennessee is between $75,350 and $81,900. Salaries may vary depending on experience and location.
Work in the following related occupations will give a better opportunity at getting the job are but are not limited to:
This Occupation is Increasing and its annual growth rate is estimated to be 23% because in the future more people are going to need help with planning out their money and their future as well.
Financial Advisors who are working below me can and will be able to take up to 8 unexcused sick days, but if he/she has a doctor's excuse for not being at work that day, he/she will NOT be penalized for doing so. The first 4 years of working for us, the new Advisor will have between 1-2 weeks of paid vacation. After 10 years, the Advisor will receive 3 weeks of paid vacation, and every following 2 years the Employee will receive one more day of paid vacation. These days, many professionals regard flexible working schedules as an employee privilege. But practices like telecommuting and compressed workweeks are actually employee benefits, just the same as health coverage. As such, they're issues that any potential employee, from entry-level to seasoned professional, should feel comfortable negotiating during the hiring process. All questions about flexible work schedules are legitimate for an applicant to ask at that stage.
Zip Code_______ Cell Phone_____________Home Phone____________
Social Security Number______________ Are you a U.S Citizen? Yes__ No__
Have you ever been convicted of a felony? Yes__ No__ If yes, explain. ____________________________________________________________________________________________________________________
If selected for employment are you willing to submit to a pre-employment drug screening test? Yes__ No__
Work Phone:________________Pay Rate:$__________ - to __________
Address:_______________________________________City:_____________ State:_____ Zip:________ Position:__________
Supervisors Name and Title:_____________________
Reason for leaving:____________________________________________
May we contact them? Yes__ No__
Most Recent High School attended address____________________________
Have you been convicted of any felonies other than minor traffic violations during the past seven years? (A criminal record or a conviction will not automatically bar employment, but will be considered only as it reasonably relates to your fitness to perform in the position for which you are applying.) Yes__ No__
If yes, explain._________________________________________
Are you able to perform the essential job functions of the position for which you are applying with or without reasonable accommodation? Yes__ No__
Call Jailyn at 865-124-4587 if you are interested and we will see about setting an interview time up for you.