Financial Advisor

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

Description

Summary of responsibilities: As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations; recommending appropriate investment solutions; helping clients act on your recommendations; and providing personal client service.

Requirements:

• BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP®, CPA)
• FINRA Series 7, 63, and 65 or 66
• Five-plus years of experience building own books of business successfully
• Excellent knowledge of and ability to communicate financial planning concepts and terminology
• Excellent knowledge of and ability to explain products, such as, mutual funds, stocks, bonds, insurance and annuities
• Firsthand knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks
• Demonstrated sales skills
• Strong interpersonal skills and a genuine desire to help others
• The tenacity to nurture long‑term relationships with other professionals like CPA’s, attorneys, etc.
• A commitment to conduct business with honesty and integrity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities