Our Client a leading HYBRID RIA is composed of a group of men and women who want to redeem our industry for good. We feel our purpose&nbsp;is to meet families at the intersection of life and wealth and walk the path with them. We have the depth and breadth of resources to support all ages and stages of clients, from ultra-High Net Worth families to those families that are just starting out. We are looking for a seasoned financial professional who wants to join their team and work side by side in an environment of encouragement and collaboration that they are not enjoying in their current situation.&nbsp;&nbsp;Skills and Abilities<ul><li>Ability to build rapport and with clients, and quickly gain their trust</li><li>Advanced analytical and critical thinking skills</li><li>Excellent attitude and extraordinary desire to serve clients and team members</li><li>Excellent time management and organizational skills</li><li>Detailed oriented with strong focus on the small but important facets of this industry</li><li>Excellent written and verbal communication skills</li><li>The ability to manage stress and multiple tasks in a demanding industry</li><li>Possess enthusiastic spirit and positive outlook on life and this work</li><li>CKA designation is preferred, but not required</li></ul>&nbsp;

Financial Planner in the Parallel Economy

Rival Sourcing

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financial-planner-in-the-parallel-economy

Financial Planner in the Parallel Economy

Rival Sourcing
Nashville, TN

Job Summary

Additional Details

Financial Planner in the Parallel Economy

Rival SourcingNashville, TN

Job Summary

Additional Details

Rival Sourcing
Nashville, TN