Job Description
Join Memphis Wealth Management Group as a Financial Advisor and transform your career in the heart of Tennessee's financial hub. We're seeking dynamic professionals to build personalized wealth strategies for high-net-worth individuals and small businesses. Enjoy a collaborative environment with mentorship from industry veterans, cutting-edge planning tools, and a client-first culture that rewards excellence. Our Memphis office offers unparalleled networking opportunities in a city experiencing significant economic growth.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, insurance, and estate planning
- Cultivate and maintain relationships with 25+ high-net-worth clients through quarterly reviews
- Conduct market analysis to identify emerging investment opportunities across Memphis' growing sectors
- Present complex financial concepts using visual storytelling tools for client comprehension
- Collaborate with in-house legal and tax specialists for integrated client solutions
- Lead financial literacy workshops for Memphis community organizations
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with demonstrated portfolio growth
- Proven track record in client acquisition and retention
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong understanding of Tennessee-specific tax regulations and estate planning laws