Certified Financial Planner
pearlrecruiter•Brentwood, TN
13d
About The Position
A nationally recognized RIA expanding into Nashville is hiring an experienced CFP® Financial Planner. Founded in 1974, named a CNBC Top 10 and a Financial -Planning.com “Top RIA to Work For” 150MM AUM book, 85 families, no book required Ideal fit: A CFP® who loves client -facing planning, collaborates well across tax/investments/service, and wants to help scale a growth -market office.
Requirements
- CFP, Required
- 4+ years experience
- Series 65/66 (or willing to obtain in 60 days)
- experience working with HNW clients
Benefits
- 401(k) + Defined Benefit Plan with 15% company -funded contribution (employee contributions optional).
- 100% employer -paid health insurance.
- HSA contribution up to the individual max (paid quarterly).
- Tuition assistance for continuing education.
- Open PTO (must take at least 2 weeks annually).
- Entrepreneurial, team -based environment with clear career paths.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
