Financial Planner

Job Description

• Compensation: Base + Commission. On-target earnings up to $200,000+. Unlimited earning potential!
• Location: Nashville, TN (Onsite work required).
• Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.
• Job Type: Full-time W-2 position.
• Benefits:
  • Health Insurance - 50% employer coverage
  • Dental Insurance
  • Vision Insurance
  • 401(k) with 3% match
  • Paid vacation/PTO
  • All leads are provided, and seminars are filled for you!
  • Hands-on comprehensive training and development
  • Administrative support with a dedicated Account Manager (AM)
  • Flexible work-life balance
  • All overhead costs covered by FTA (marketing, office expenses, admin support, setting up seminars, etc.)
  • Family-oriented environment

Retirement Financial Advisor:
We are seeking exceptional individuals with a strong focus on sales to join our firm as Financial Advisors (FA) (Financial Planners). This is a top-tier position for motivated FAs who possess outstanding sales skills and a drive for success. We are looking for sales-oriented individuals who thrive on working with High-Quality Prospects (HQP) and delivering exceptional financial services.

• Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation.
• Daily exposure to High-Quality Prospects (HQP), resulting in a consistent flow of potential clients.
• Flexible schedule with the ability to take time off, including part of Fridays, to maintain work-life balance.
• Competitive compensation package based on performance, with top performers earning over $1M in W2 income.
• Team environment with a dedicated Account Manager (AM) to support the volume and details of your activity.

Retirement Financial Advisor Responsibilities:

• Meet with HQPs, understand their financial needs and retirement goals, and convert them into High-Quality Clients (HQC).
• Lead educational seminars with potential clients (filled through FTA's marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings.
• Employ your public speaking prowess to effectively educate clients about the most suitable service options.
• Serve HQCs by providing personalized financial solutions and maintaining strong client relationships.
• Dedicate 80%+ of working time to sales activities, including prospecting, client meetings, and relationship building.
• Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team.
• Lead a team initially including an Account Manager (AM) who manages paperwork, asset transfers, and assists with plan preparation. As the FA's book of business expands, collaborate with a Junior Planner (JP) to handle reviews and smaller clients, allowing the FA to focus on larger opportunities.
• Oversee client issues and provide guidance to the team to ensure exceptional client service.
• Teach a college course designed to attract and engage HQPs.

Retirement Financial Advisor Requirements:

• Active State Life and Health License is a must.
• Must hold an active Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment).
• Prior experience in wealth or financial planning, advising, or life and/or annuity sales.
• Strong ability to identify and engage with High-Quality Prospects (HQP) with investable assets ranging from $500k to $5M.
• Self-motivated and driven to exceed sales targets and earn substantial income (W2 on target earnings Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn of $400k - $1M based on performance).
• Exceptional communication and interpersonal skills to build rapport with clients and establish long-term relationships.
• Ability to work flexible hours, including 2 - 4 evenings per week, to accommodate client availability.
• Demonstrated ability to lead and manage a team, ensuring efficient collaboration and delivering outstanding results.
• Willingness to continuously learn about financial products and industry trends to provide up-to-date advice to clients.

Why Join Financial & Tax Architects:
Our underlying retirement planning philosophy is "Losses Hurt You More than Gains Help You™".
As we approach our 30th year in business at Financial & Tax Architects, LLC, we're not just a company - we're a united team with a transformative purpose. We have helped thousands of clients achieve the retirement they have earned across the country. Guided by the vision of Your Retirement Professor™ Scott Brooks, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, you'll become part of a group shaping the future of retirement solutions. Our goal-based financial planning process is designed to help our clients obtain the income they need to meet their retirement vision.
Come contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor.
Candidates with experience in these roles are great fits for this job:

• Wealth Advisor, Financial Planner, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson and more

• Job Type: Full-time
• Compensation: W2 Earnings: Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn of $400k - >$1M based on performance.