Financial Advisor Trainee – Nashville, TN (Finance)

Location: Nashville, Tennessee, United States; Workstyle: Resident; travel less than 25%

Company

hirify.global provides financial services and develops Financial Advisors through its Advisor Mastery Program.

What you will do

• Complete distance learning, apprenticeship, rotations, and training through the Advisor Mastery Program.
• Develop a book of business through prospecting, networking, community initiatives, and client referrals.
• Evaluate client financial needs, investment objectives, time horizons, risk profiles, holdings, and available capital.
• Recommend suitable investment products, solutions, and services while providing ongoing financial advice and client service.
• Open, transfer, and close customer accounts; maintain records, monitor portfolios, and process transactions.
• Meet production targets, complete required training, pass assessments, and obtain mandatory industry licenses.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or equivalent education and training preferred.
• At least three years of relevant work experience, preferably involving intangible-product sales or a business environment.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis, investment products, and compliance guidelines.
• Ability to prospect, network, handle rejection, build client relationships, and communicate effectively in writing and orally.
• Ability to obtain the SIE, Series 7, and Series 66 licenses within four months of starting the program, unless exempt or grandfathered.
• Ability to obtain the Life, Health and Variable Annuity license within six months of starting the program.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Work emphasizes client-first service, integrity, independence, accountability, and continuous professional development.