Job Description
Join our award-winning financial advisory team in Memphis and build your dream career with all equipment provided! We're seeking driven Financial Advisors to serve high-net-worth clients across Tennessee. Enjoy a fully supported environment with cutting-edge technology, comprehensive training, and industry-leading resources. This is your chance to thrive in a dynamic market while we handle your office setup, software licenses, and hardware needs. Plus, benefit from our established referral network and proven client acquisition systems.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, and wealth preservation
- Leverage provided CRM software and digital tools to manage client portfolios
- Conduct financial analysis and market research using company-provided research platforms
- Build client relationships through strategic networking and educational seminars
- Collaborate with internal teams for comprehensive financial solutions
- Maintain compliance with SEC/FINRA regulations using provided compliance tools
Qualifications
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial advisory experience preferred
- Strong presentation skills with ability to explain complex concepts
- Proven track record in client relationship management
- Proficiency with financial planning software (training provided)
- Self-motivated with entrepreneurial mindset