Wealth Management Advisor

2 weeks ago


Memphis, Tennessee, United States Adams Keegan Full time

Company Overview:
Adams Keegan is a reputable firm dedicated to providing top-notch financial services. We are currently looking for a Financial Advisor to join our dynamic team.

Position Summary:
The Financial Advisor will be instrumental in delivering exceptional financial advice and investment strategies tailored to our clients' needs. This role requires a comprehensive analysis of clients' financial situations to create personalized plans that facilitate the achievement of their financial aspirations.

Key Responsibilities:

  • Engage with prospective clients and participate in relevant industry gatherings.
  • Cultivate strong client relationships, serving as their main point of contact.
  • Perform detailed financial evaluations for clients, assessing their current financial status, objectives, risk tolerance, and investment preferences.
  • Formulate customized investment strategies that align with clients' goals.
  • Monitor and assess clients' portfolios consistently, making adjustments as necessary to enhance performance and mitigate risk.
  • Maintain regular communication with clients to provide updates on portfolio performance and address any inquiries or concerns.
  • Stay informed about market trends, economic indicators, industry changes, and regulatory updates.
  • Ensure adherence to applicable laws, regulations, and industry standards while prioritizing ethical practices and clients' best interests.
  • Undertake additional responsibilities as required.

Qualifications:

  • A bachelor's degree in finance, economics, business, or a related discipline.
  • Possession of Series 65 certification.
  • Proficiency or the ability to gain proficiency in financial software systems such as Black Diamond, Excel, QuickBooks, Schwab, and Fidelity.


  • Memphis, Tennessee, United States First Horizon Foundation Full time

    Wealth Management Cashiering SpecialistJob Category: Wealth ManagementPosition Overview:In this role, you will be responsible for executing daily operational Cashiering tasks associated with First Horizon Advisors. Collaborating closely with our Wealth Management team and clients, you will handle transactions and address any issues that arise. Clear and...


  • Memphis, Tennessee, United States First Horizon Foundation Full time

    Wealth Management Cashiering SpecialistJob Category: Wealth ManagementPosition Overview:In this role, you will operate under general oversight to manage daily Cashiering operations related to First Horizon Advisors. You will collaborate closely with our Wealth Management team and clients to facilitate transactions and address any issues that arise. Effective...


  • Memphis, Tennessee, United States First Horizon Foundation Full time

    Wealth Management Cashiering SpecialistJob Category: Wealth ManagementRequisition Number: CASHI005851Position OverviewUnder general supervision, this role involves executing daily operational Cashiering tasks related to First Horizon Advisors. The Cashiering Specialist will collaborate closely with the Wealth Management team and clients to manage...


  • Memphis, Tennessee, United States First Command Financial Services Full time

    Position Overview:As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through personalized planning and investment strategies.About Us:At First Command Financial Services, we are dedicated to serving those who serve our...

  • Wealth Strategist CPA

    3 weeks ago


    Memphis, Tennessee, United States ECG Resources Full time

    Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/salesOpportunity for tax professional to train and transition to a wealth management career with well-established firmLearn all aspects of wealth planning for UHNW clientsReports to the...


  • Memphis, Tennessee, United States Bank of America Full time

    About the RoleThis is a challenging and rewarding opportunity to work in a dynamic environment where you will be responsible for managing delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives.Key ResponsibilitiesSupport business objectives and contribute to market profitability by influencing...


  • Memphis, Tennessee, United States Citizens Full time

    About the RoleCitizens is seeking a skilled Client Relationship Manager to join our Private Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.Key ResponsibilitiesClient Acquisition and Retention: Identify and pursue new business opportunities, and...

  • Investment Consultant

    2 weeks ago


    Memphis, Tennessee, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Advisor, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored strategies and personalized service.About Us:At First Command Financial Services, we pride ourselves on our commitment to our...


  • Memphis, Tennessee, United States First Horizon Bank Full time

    Job SummaryThe Foreign Exchange Advisor is a critical role within First Horizon Bank, responsible for providing primary oversight for daily trading, cover, and settlements. This position requires strong analytical skills, attention to detail, and excellent communication abilities.Key ResponsibilitiesTrading Oversight: Verify and validate daily trading...


  • Memphis, Tennessee, United States FedEx Full time

    Position Overview:As a Senior Trade Compliance Advisor, you will play a crucial role in overseeing the necessary documentation mandated by US Customs and various Government Agencies for the entry of intricate and high-risk shipments. Key Responsibilities:1. Ensure compliance with regulatory requirements for complex shipments.2. Manage tariff classifications...


  • Memphis, Tennessee, United States FedEx Full time

    Job Summary:As a Program Management Advisor at FedEx, you will provide leadership in managing and delivering complex IT projects across all phases of the software development lifecycle. Your primary goal will be to ensure alignment with business objectives and drive organizational success.Key Responsibilities:Develop and implement project management...


  • Memphis, Tennessee, United States MLGW Full time

    Position OverviewMLGW, the largest municipal utility in the nation, proudly serves over 440,000 customers from various backgrounds. Since its inception in 1939, MLGW has consistently fulfilled the utility requirements of Memphis and Shelby County residents by providing dependable and cost-effective electricity, natural gas, and water services.We offer a...


  • Memphis, Tennessee, United States The Cigna Group Full time

    The job profile for this position is Business Analytics Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right...


  • Memphis, Tennessee, United States Bracane Company Full time

    Job Description**Job Title:** CIL Operations Quality Advisor TN**Job Summary:** We are seeking a highly skilled and experienced Quality Assurance Manager to join our team at Bracane Company. The successful candidate will be responsible for planning, organizing, and directing the quality management systems within our Critical Inventory Logistics...


  • Memphis, Tennessee, United States Stifel Financial Full time

    Overview The Agile Transformation Lead is responsible for mentoring and guiding teams within the organization to enhance the implementation and continuous improvement of agile methodologies and tools. This role aims to foster a culture of innovation and excellence within Product Development teams, promoting a Lean-Agile mindset throughout the organization....


  • Memphis, Tennessee, United States Elevance Health Full time

    Position Title: Nurse Case Manager ILocation: Candidates must reside in the Western Region of Tennessee, ideally within a 50-mile radius of Elevance Health PulsePoint locations.Work Schedule: Standard business hours, Monday through Friday.Role Overview:The Nurse Case Manager I is tasked with delivering care management services within the professional scope...


  • Memphis, Tennessee, United States First Horizon Full time

    About UsFirst Horizon Corp. (NYSE: FHN) is a prominent regional financial services provider, managing approximately $90 billion in assets. Our mission is to empower clients, communities, and associates to achieve their fullest potential through expert financial guidance and resources. With our headquarters in Memphis, TN, First Horizon Bank operates across...


  • Memphis, Tennessee, United States Adams Keegan Full time

    About Adams KeeganAdams Keegan is a management services company that excels in providing top-tier business services to its wholly and majority-owned operating companies.Our portfolio spans development, engineering, construction, and technology-related businesses.We enable the leadership of our operating companies to concentrate on their core operations by...


  • Memphis, Tennessee, United States Raymond James Financial Services Full time

    Job SummaryWe are seeking a highly skilled Customer Account Associate to join our team at Raymond James Financial Services.Key Responsibilities:Act as a liaison between branches and the home office in a call center environment.Review, update, maintain, and service accounts to ensure seamless client experiences.Protect the firm, financial advisors, and...


  • Memphis, Tennessee, United States Vaco Full time

    Vaco is seeking a Corporate Travel Specialist to support a leading organization in managing their Corporate Travel program (CTP). This role is crucial for ensuring seamless travel experiences for enterprise travelers. Key Responsibilities:Provide direct assistance to travelers on corporate-related journeys, including the administration of the online travel...