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Wealth Advisor Associate

Luken Investment Analytics
Brentwood, TN Full Time
POSTED ON 5/11/2024

At Luken Investment Analytics, our client's success is our mission.

Our new Associate Wealth Advisor will be responsible for delivering our unique financial planning and investment process to emerging clients as well as prospecting for new business.

About us:

  • Luken Investment Analytics is an elite fintech firm made up of passionate people focused on the human side of building wealth on purpose.
  • We have a proprietary approach and software that sets us apart from other financial companies. It’s allowed us to be highly ranked for years and be featured on a ton of national news outlets.
  • We know technology is critical, but so is creating an amazing experience for our clients.
  • We are not trying to simply grow as fast as possible – we add amazing clients who feel more like partners than customers.

About you:

  • You have had 2-5 years (or more) of Financial Services experience.
  • You have your securities and life and health insurance licenses.
  • You're on track to earn an industry designation within the next 5 years.
  • You have worked with enterprise platforms (i.e. MS Office, Redtail or Salesforce, Orion or Black Diamond, TD Ameritrade or Schwab, etc.).
  • You are agile and flexible in order to meet client needs and thrive in an entrepreneurial environment.
  • You appreciate collaboration and commit to the team's objectives.
  • You seek first to understand, then to be understood.

Ready to talk? Us, too. Please submit your resume to be considered.

Job Type: Full-time

Pay: $35,000.00 - $100,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Paid time off
  • Professional development assistance
  • Retirement plan

Compensation package:

  • Bonus opportunities

Experience level:

  • 2 years

Schedule:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Work Location: In person

Salary.com Estimation for Wealth Advisor Associate in Brentwood, TN

$69,264 - $110,008

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