The applicant will work in the capacity as a Client Services Associate in a Private Wealth Management firm, located inNashville, TN. It is preferred,
the applicant have experience in a brokerage firm, insurance agency, bank, etc.
the candidate have a degree in Finance or Financial Planning.
the candidate have a passion for helping others and a desire to serve the client.
This is not only a job driven by tasks and numbers, it is about building client trust, therefore the candidate must have a moral conviction that is uncompromising. High ethical standards coupled with professionalism and confidentiality are the cornerstones of this position.
• Competitive base salary
• Simple IRA with 3% employer match
• Paid Time Off accrues - up to 10-20 days per year
• Up to 12 holidays are observed
• Long Term Disability (paid by employer)
• Offer Group Medical
• Group Dental and Vision Insurance available
Ideally, the candidate should possess the following skill set:
Highly motivated, thorough and very detail oriented
Good written and verbal communication skills
Have an awareness of financial planning issues related to managing wealth
Able to gain and maintain the respect of high net-worth families
Impeccable work history
Ability to identify, meet and follow through with client needs and requirements
Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude.
CFP Board registered financial planning program student/graduate.
Ideally have earned the CFP marks (or in the process of doing so)
Internal Number: Lvl II
About Eugenias Advisory Group
Eugenias Advisory Group is a vibrant, growing fee only, Private Wealth Management firm. The firm was started in 2008 with two offices; one in Gadsden, Alabama, located approximately one hour from Birmingham or Huntsville. The other office is in Brentwood, Tennessee. This position is located in the Brentwood office.
In 2016, Eugenias Advisory acquired one of the oldest fee-only firms in the nation. The firm acquired was Hammel Financial Advisory Group. Dick Hammel started the fee-only practice in 1983 in Brentwood, Tennessee, on the outskirts of Nashville.
Check us out at EAGWealth.com