Job Description
Join our award-winning team as a Financial Advisor in Memphis, TN! We provide top-tier equipment, including laptops, CRM software, and marketing tools – everything you need to thrive. Enjoy competitive base salary, uncapped commissions, comprehensive benefits, and ongoing professional development. Build your dream career while transforming lives through personalized financial planning.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth clients
- Build and maintain strong client relationships through personalized service
- Analyze market trends to optimize investment portfolios
- Conduct financial seminars and community outreach programs
- Collaborate with cross-functional teams to deliver integrated solutions
- Meet/exceed sales targets while adhering to compliance standards
- Leverage provided CRM tools for client lifecycle management
Qualifications
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial planning/advisory experience
- Strong presentation and communication skills
- Proven track record of meeting sales targets
- Familiarity with CRM platforms (Salesforce preferred)
- Ability to work independently and as part of a team
- Tennessee state life/health insurance license