Tennessee Licensed Investment Advisor
Job Summary
To support a growing investment firm, the full-time Tennessee Licensed Investment Advisor will manage sales and business development for residential real estate agents, guiding them through investment evaluations and serving as a trusted advisor as their portfolio expands.
Key responsibilities:
- Prospect and close new partner relationships through structured sales conversations and outreach
- Guide high-earning real estate professionals in evaluating the investment model and drive accountability in strategy meetings
- Develop a consulting portfolio and potentially lead a division, recruiting and mentoring other Partnership Executives
Required qualifications:
- 4-5 years of experience in sales, preferably in financial services, B2B, insurance, or real estate
- Ability to engage in sophisticated conversations with high-income business owners
- Strong entrepreneurial mindset with a desire to build a business rather than just earn a paycheck
- Disciplined and self-directed, with the ability to work autonomously
- Current residence in Nashville, Tennessee, as this is a remote position with local compliance requirements
Complete Job Description
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