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Financial Services Professional

2 months ago

Memphis, Tennessee, United States Adams Keegan Full time

Job Summary:

Adams Keegan is seeking a highly skilled Financial Services Professional to join our team. As a key member of our financial services team, you will play a pivotal role in providing exceptional financial guidance and investment strategies to our clients.

Key Responsibilities:

  • Network and Build Relationships: Establish and maintain strong relationships with clients, prospects, and industry partners through networking and attending industry events.
  • Financial Assessments and Planning: Conduct thorough and comprehensive financial assessments for clients, evaluating their current financial status, goals, risk tolerance, and investment preferences.
  • Investment Planning and Portfolio Management: Develop customized investment plans aligned with clients' goals and continuously monitor and evaluate clients' portfolios, adjusting as needed to optimize performance and manage risk.
  • Client Communication and Support: Regularly communicate with clients to provide updates on portfolio performance and address potential inquiries and concerns.
  • Industry Knowledge and Compliance: Stay updated with market trends, economic indicators, industry developments, and changes in regulations, ensuring compliance with relevant laws, regulations, and industry standards.

Qualifications:

  • Education: Bachelor's degree in finance, economics, business, or a related field.
  • Professional Certifications: Series 65.
  • Technical Skills: Proficiency in Black Diamond, Excel, QuickBooks, Schwab, Fidelity, or similar financial software systems.