Estate & Financial Strategies, Inc | Financial Advisor

Company Descriptionindependent RIAIAR in business for 35 yearsRole DescriptionThis 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.QualificationsStrong knowledge of financial instruments, markets, and investment strategiesExcellent communication and interpersonal skillsAbility to analyze complex financial information and provide recommendationsExperience in financial planning, wealth management, or related fieldRelevant certifications such as ChFC or CFP and securities and insurance licensesWe provide comprehensive financial planning, with a specialty in Retirement Planning.

Created: 2025-01-01