Financial Advisor Assistant

Job Description

Who We Are

Thoroughbred Financial Services, LLC (TFS) is an independent, full-service financial consulting firm based in Brentwood, Tennessee, with satellite offices in Columbia, Tennessee, Jackson, Tennessee and Knoxville, Tennessee. TFS, as a licensed Broker/Dealer and Registered Investment Adviser, offers planning and investment services to a select clientele of successful businesses and professionals. TFS is registered as a Broker/Dealer in 30 states and has a primary marketing area that includes Tennessee, Alabama, Georgia, Indiana, Kentucky and Mississippi. Forty-three registered representatives are licensed through TFS, 28 of which are also registered through TFS as investment adviser representatives. The firm has a total staff of approximately 55 people, which includes a corporate attorney, a tax attorney and a CPA.

Role and Responsibilities

The role of the sales assistant is to provide administrative support to the financial advisors and direct all aspects of their business. A successful sales assistant will be client focused and detail oriented, able to manage multiple projects at one time, work with little direction, and have a solid understanding of the financial planning process.

• Onboard and provide service and support throughout client