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Financial Advisor
4 weeks ago
Our client is a Memphis based firm seeking to add a financial advisor to their team. A financial advisor will play a pivotal role in providing exceptional financial guidance and investment strategies to clients. They will analyze clients' financial situations, develop specific and tailored plans, and offer recommendations to help clients achieve their financial goals. This individual will have a strong understanding of the financial industry, possess strong analytical skills, and be dedicated to delivering outstanding client service.
Key Responsibilities:
- Network with potential clients and attend industry events.
- Build strong relationships with clients while acting as their primary point of contact.
- Conduct thorough and comprehensive financial assessments for clients, evaluating their current financial status, goals, risk tolerance, and investment preferences.
- Develop customized investment plans aligned with clients' goals.
- Continuously monitor and evaluate clients' portfolios, adjusting as needed to optimize performance and manage risk.
- Regularly communicate with clients to provide updates on portfolio performance and address potential inquiries and concerns.
- Stay updated with market trends, economic indicators, industry developments, and changes in regulations.
- Ensure compliance with relevant laws, regulations, and industry standards while adhering to ethical guidelines and the clients' best interests.
- Other responsibilities as needed.
- Bachelor's degree in finance, economics, business, or a related field.
- Series 65
- Have or be able to develop proficiency in Black Diamond, Excel, QuickBooks, Schwab, Fidelity, or similar financial software systems.
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Financial Advisor
6 days ago
Memphis, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
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Licensed Financial Advisor
2 weeks ago
Memphis, United States Crown Financial Group Full timeJob DescriptionJob DescriptionJob Summary: We are seeking a knowledgeable and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial advice and guidance to clients, helping them achieve their financial goals. You will utilize your expertise in investment management, financial...
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Licensed Financial Advisor
1 week ago
Memphis, United States Crown Financial Group Full timeJob DescriptionJob DescriptionJob Summary: We are seeking a knowledgeable and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial advice and guidance to clients, helping them achieve their financial goals. You will utilize your expertise in investment management, financial...
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Voya Financial Advisor Memphis
2 months ago
Memphis, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater MemphisTennessee area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment,...
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Voya Memphis Financial Advisor
2 months ago
Memphis, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Memphis area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...
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Voya Financial Advisor Memphis
1 week ago
Memphis, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater MemphisTennessee area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment,...
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Voya Memphis Financial Advisor
1 week ago
Memphis, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Memphis area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...
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Voya Memphis Financial Advisor
1 month ago
Memphis, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Memphis area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...
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Virtual Financial Advisor
2 weeks ago
Memphis, United States Raymond James Financial Incorporated Full timeJob Summary: Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. Fosters and assists in...
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Financial Advisor
2 months ago
Memphis, United States Adams Keegan Full timeOur client is a Memphis based firm seeking to add a financial advisor to their team. A financial advisor will play a pivotal role in providing exceptional financial guidance and investment strategies to clients. They will analyze clients' financial situations, develop specific and tailored plans, and offer recommendations to help clients achieve their...
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Financial Advisor
1 week ago
Memphis, United States Adams Keegan Full timeOur client is a Memphis based firm seeking to add a financial advisor to their team. A financial advisor will play a pivotal role in providing exceptional financial guidance and investment strategies to clients. They will analyze clients' financial situations, develop specific and tailored plans, and offer recommendations to help clients achieve their...
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Financial Advisor
2 months ago
Memphis, United States Adams Keegan Full timeJob DescriptionJob DescriptionOur client is a Memphis based firm seeking to add a financial advisor to their team. A financial advisor will play a pivotal role in providing exceptional financial guidance and investment strategies to clients. They will analyze clients financial situations, develop specific and tailored plans, and offer recommendations to help...
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Financial Advisor
1 week ago
Memphis, United States Adams Keegan Full timeJob DescriptionJob DescriptionOur client is a Memphis based firm seeking to add a financial advisor to their team. A financial advisor will play a pivotal role in providing exceptional financial guidance and investment strategies to clients. They will analyze clients financial situations, develop specific and tailored plans, and offer recommendations to help...
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FHN Financial Portfolio Advisors
3 weeks ago
Memphis, United States First Horizon Full timeFHN Financial Portfolio Advisors is the leading provider of fee-based investment management services for depository institutions (i.e. banks and credit unions). In support of our investment management activities, we are seeking a Financial Analyst to provide asset/liability modeling and analytical support. This person will work with data supplied by our...
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FHN Financial Portfolio Advisors
1 week ago
Memphis, United States First Horizon Full timeFHN Financial Portfolio Advisors is the leading provider of fee-based investment management services for depository institutions (i.e. banks and credit unions). In support of our investment management activities, we are seeking a Financial Analyst to provide asset/liability modeling and analytical support. This person will work with data supplied by our...
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Manager, Supervision
3 weeks ago
Memphis, United States Raymond James Financial Services Full timeDescription Job Summary: Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to detect possible rules violations to ensure adherence to securities industry regulations and limit firm liability. Lead and support associates during functional reviews and provide advanced support to...
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FHN Financial Asset/Liability Analyst
1 week ago
Memphis, United States First Horizon Bank Full timeThis position will be responsible for analyzing the Asset/Liability position and assisting in the management of a depository institution’s interest rate risk profile. Daily tasks include gathering client specific information, loading data it into our internal A/L modeling software, and verifying the accuracy of the results. The analyst will be...
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Chief Financial Officer
3 weeks ago
Memphis, United States Joseph Michaels International Full timeCFO Healthcare industry As the head of a company's financial department, a Chief Financial Officer (CFO) plays an integral role in the overall success and growth of the organization. This high-level position requires strong leadership skills, strategic thinking, and extensive experience in finance. In this job description, we will delve into the...
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Chief Financial Officer
2 weeks ago
Memphis, United States Joseph Michaels International Full timeCFO Healthcare industry As the head of a companys financial department, a Chief Financial Officer (CFO) plays an integral role in the overall success and growth of the organization. This high-level position requires strong leadership skills, strategic thinking, and extensive experience in finance. In this job description, we will delve into the...
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FHN Financial Asset/Liability Analyst
3 weeks ago
Memphis, Tennessee, United States First Horizon Bank Full timeThis position will be responsible for analyzing the Asset/Liability position and assisting in the management of a depository institution's interest rate risk profile. Daily tasks include gathering client specific information, loading data it into our internal A/L modeling software, and verifying the accuracy of the results. The analyst will be responsible...