New Business Specialist
A successful and rapidly growing RIA firm is seeking to hire a New Business Specialist for their office in Murfreesboro, TN. This individual will be part of the operations team, supporting financial advisors and their clients. Responsibilities Assist in the onboarding of all new clients, from account opening and incoming transfer to initial portfolio Verify…
Read MoreService Advisor
A rapidly growing independent RIA firm in Murfreesboro, TN is seeking a Service Advisor to join their team. Job Responsibilities: Work with existing clients Annual reviews with top clients Portfolio analysis Finding new opportunities within the existing book Opportunity to work with new clients Job Highlights: No need for prospecting Strong compensation plan—salary plus bonus…
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