Experienced Financial Advisor – Grow Your Own Client Base

I Bankonline; Memphis (TN); On-site; USD 70,000 - 100,000; Full time

Job summary

I Bankonline in Memphis, Tennessee is looking for a Financial Advisor responsible for marketing personal strengths, assessing client needs, and recommending investment solutions. Applicants should possess a BA or BS in Business/Finance, with relevant licenses and five-plus years of experience. The ideal candidate is skilled in financial products, dedicated to nurturing client relationships, and committed to integrity in business dealings. This role offers a chance to build a rewarding career in finance.

Qualifications

• Five-plus years of experience building own books of business successfully.
• Excellent knowledge of financial products, including mutual funds, stocks, bonds, insurance, and annuities.
• Firsthand knowledge of asset management systems.

Responsibilities

• Market your unique set of strengths and skills.
• Identify client needs by analyzing their present income and asset situations.
• Recommend appropriate investment solutions.

Skills

Financial planning concepts

Sales skills

Interpersonal skills

Communication

Education

BA or BS in Business/Finance

Advanced degree/designation (e.g., MBA, CFP®, CPA)

Job description

I Bankonline in Memphis, Tennessee is looking for a Financial Advisor responsible for marketing personal strengths, assessing client needs, and recommending investment solutions. Applicants should possess a BA or BS in Business/Finance, with relevant licenses and five-plus years of experience. The ideal candidate is skilled in financial products, dedicated to nurturing client relationships, and committed to integrity in business dealings. This role offers a chance to build a rewarding career in finance.