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FINANCIAL ADVISOR/WEALTH MANAGER - NASHVILLE

Identify and set appointments with potential clients. Meet with clients to assess their financial needs. Develop customized financial plans to address each of the clients desired goals. Maintain strong relationship with clients, h...

CompanyTristate Financial Advisors
AddressNashville, TN
CategoryAccounting/Finance
SalaryFrom $100,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Financial Advisor/Wealth Manager - Nashville

Tristate Financial Advisors

Nashville, TN

From $100,000 a year

Identify and set appointments with potential clients. Meet with clients to assess their financial needs. Develop customized financial plans to address each of the clients desired goals. Maintain strong relationship with clients, h...