What are the responsibilities and job description for the Financial Advisor/Planner position at CAP Partners, LLC?
CAP Partners is a financial planning and advisory firm committed to helping clients pursue their life goals through consistent planning, wise investing, and strong team support.
Role: Financial Advisor/Planner
We are seeking an early-career Financial Advisor/Planner to join our team in Franklin, TN. This is a 1099 independent contractor opportunity. The role is on-site for the first 1–2 years, with hybrid flexibility possible later as earned through performance, trust, and team needs.
Responsibilities
• Serve clients well through thoughtful financial planning and ongoing advice.
• Work with firm-provided leads while also developing and nurturing your own client book.
• Build planning relationships, communicate clearly, and collaborate with the team.
• Use planning tools and continue developing professionally.
Qualifications
• 3 years of experience in the financial industry; early-career advisors are encouraged to apply.
• Series 65 preferred.
• CFP®, CPA, or similar credential preferred.
• Experience with eMoney or MoneyGuidePro preferred.
• Strong integrity, communication, initiative, and client-service skills.
Compensation & culture
Estimated total compensation of $75,000–$100,000 in year one, based on production and results. Advisors may benefit from paid expenses, high splits, no non-competes, and retaining 100% equity in their books as applicable. This seat is designed for an early-career advisor and includes firm-provided leads; it is not a large-book transition role.
Our values are Honor the Lord (Jesus), Teamwork, Serve Clients Well, and Live with Joy. Candidates should align with these values or be open to working in a firm grounded in them.
How to apply
Email your resume to Zac Olinger at zcolinger@cap-partners.com and/or apply through the Cap Partners careers page: https://www.cap-partners.com/Interested-in-working-with-CAP-Partners.10.htm
Salary : $75,000 - $100,000