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Stratos Wealth PartnersFlagship Financial Advisors

Client Services and Experience Manager

Franklinonsitemanager

Posted 5 days ago · via Recruitee

About this role

Client Services & Experience Manager Franklin, TN · In-Office · Full-Time · Fee-Only Fiduciary RIA Why Flagship Flagship Financial Advisors is a fee-only, fiduciary registered investment advisory firm serving families and retirees from our offices in Franklin, TN and Huntsville, AL. We are a family-owned practice with no outside or institutional ownership, built on a simple idea: clients deserve advice that is always in their best interest, delivered by people who genuinely care about their outcomes. Our work centers on helping clients turn a lifetime of savings into a dependable retirement “paycheck” they can count on.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Franklin. We weight your proximity and willingness to relocate.

Score yourself on this role.
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