What are the responsibilities and job description for the Financial Advisor/Wealth Planner - CFP Certification position at CyberCoders?
Financial Advisor/Wealth Planner
Location: Nashville, TN - Hybrid
Position Overview
We are seeking a dedicated and knowledgeable Financial Advisor/Wealth Planner to join our team. The ideal candidate will help clients achieve their financial goals by providing expert financial planning and investment advice. This role involves building and maintaining client relationships, developing personalized financial plans, and delivering exceptional client service.
Key Responsibilities
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
lauren.formby@cybercoders.com
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 11/05/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Location: Nashville, TN - Hybrid
Position Overview
We are seeking a dedicated and knowledgeable Financial Advisor/Wealth Planner to join our team. The ideal candidate will help clients achieve their financial goals by providing expert financial planning and investment advice. This role involves building and maintaining client relationships, developing personalized financial plans, and delivering exceptional client service.
Key Responsibilities
- Conduct comprehensive financial analysis and develop tailored financial plans for clients.
- Build and maintain strong, long-term client relationships through excellent service and communication.
- Utilize financial planning software to create effective investment strategies and track clients' financial progress.
- Provide ongoing support and advice to clients regarding their financial situation and changes in the market.
- Stay updated on financial regulations and market trends to provide the best advice to clients.
- CFP Certification is required.
- Proven experience in financial planning and wealth management.
- Strong client-facing skills with the ability to communicate complex financial concepts clearly.
- Proficiency in financial planning software and tools.
- Bachelor's degree in finance, accounting, or a related field.
- Competitive compensation with performance-based incentives
- Equity or partnership potential for the right candidate
- 401(k) with employer match
- Generous PTO and flexible work arrangements
- Support for continuing education and professional development
- A mission-driven, collaborative team culture
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
lauren.formby@cybercoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : LF2-1882750 -- in the email subject line for your application to be considered.***
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 11/05/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Salary : $80,000 - $120,000
