Job Description
Join Memphis Financial Group as a Financial Advisor and transform your passion for finance into a rewarding career in one of America's most vibrant cities. We're seeking dynamic professionals to build client portfolios while enjoying competitive compensation and comprehensive growth opportunities. Our collaborative environment combines cutting-edge technology with personalized mentorship to accelerate your success. Memphis offers an exceptional quality of life with affordable living, renowned culture, and thriving business community – making it the ideal place to build your financial advisory practice.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Conduct market analysis to optimize investment strategies and asset allocation
- Deliver ongoing portfolio reviews and retirement planning consultations
- Stay current on industry regulations (FINRA, SEC) and compliance requirements
- Utilize CRM systems to track client relationships and business development metrics
- Collaborate with internal specialists on tax, estate, and insurance solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven client acquisition track record
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills with ability to explain complex concepts clearly
- Valid Tennessee life/health insurance license (or ability to obtain)
- Professional designation (CFP, CFA, or ChFC) preferred