Financial Advisor

1 week ago

Memphis, TN, United States Cadence Bank Full time
Description

Position: Financial Advisor
Reports to: President, Cadence Investment Services
Division: Cadence Investment Services
Reports To: Program Coordinator, BancorpSouth Wealth Management
Working Conditions: Normal, no adverse or hazardous conditions

What The Role is:


This Financial Advisor position will lead a Wealth Management Investment team in client
acquisitions, retention, service, and sales. They will build relationships with Cadence bankers
and centers of influence to identify potential clients, train licensed bank employees; and provide
whatever support is needed for the team's existing client base.


How You will Make an Impact:


* Develop and present comprehensive personal and business financial plans
* Participate and lead client meetings in conjunction with the associate financial advisor
* Gather, organize, and synthesize client data within a financial planning context
* Prepare and provide analysis for client financial plans and presentations
* Prepare financial planning strategies for tax, retirement, insurance, estate, and other
planning components as they relate to the client's goals and objectives
* Communicate and collaborate with the client's outside advisors (CPA, Estate Attorney,
etc.)
* Participate in the continuous improvement of our firm's standards
* Acquire and retain investment clients through existing relationships, bank referrals, and
community involvement.
* Provide investment/insurance products and services, provide investment
proposals/planning, and conduct annual client reviews.
* Recruit bank staff to obtain insurance licenses to join our referral and/or sales program.
* Conduct bank branch referral training.
* Comply with all industry and broker/dealer rules and regulations.
* Prepare new account and account maintenance documentation.

Who You Are:


* CERTIFIED FINANCIAL PLANNER Designation or willingness to obtain
* FINRA Series 7 & 63/65, registered with experience
* Sales skills and a good understanding of overall bank products and operations
* Exceptional social and communication skills necessary to assist clients
* Possess a high degree of self-motivation with the ability to work effectively as part of a
team to deliver a superior client experience
* Willingness to rise above the position requirements to assist clients, prospects,
management or other associates
* Outstanding verbal and written communication skills
* Bachelor's Degree, required
* Four years of investment product sales experience, required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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