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Financial Professional

TPG financial, Inc.
Franklin, Tennessee
Starting at $60,000 or more plus incentives, depending on experience.
Closing date
Feb 2, 2022

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Job Role
Insurance Agent / Broker
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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A fast-paced financial services firm seeks a motivated financial professional. This firm works with ultra-high net worth clients in business, estate, and insurance planning. The firm has a tremendous opportunity for the right person. The role will start by learning our process by working with experienced CFP®’s Eventually, the goal is to move to a client-facing position..

Who is the ideal candidate?

A detail-oriented Financial Professional who:

  • Can grasp intricate financial concepts
  • Values outstanding oral and written communication skills
  • Enjoys researching complex financial planning topics

Key areas of responsibility:

  • Organize client information (trust documents, insurance policies
  • Extensive use of life insurance illustration software and Excel
  • Present analytics to senior consultants in the firm, and eventually, clients
  • Meet deadlines for turning around analyses

Required qualifications:

  • Bachelor’s Degree or higher preferred
  • CFP preferred or demonstrated progress toward acquiring the CFP
  • Experience in financial planning is preferred but not required for the right person
  • Life insurance license or ability to obtain within 90 days of hire required
  • Series 6 or 7, 63 or 66 or the ability to obtain within 90 days of hire required
  • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Ability to work without close supervision managing and prioritizing deliverables
  • Highly flexible and confidential with all matters
  • Competitive salary plus incentives
  • Education cost reimbursement
  • Health, dental and disability insurance are fully paid
  • 401k with employer matching 100% vested after six months
  • Unlimited upside potential
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