Financial Advisor: Flexible Schedule & Growth

Strategic Financial Partners; Memphis (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

Strategic Financial Partners seeks Financial Services Representatives to join its Memphis-based team serving Tennessee, Alabama, and Arkansas. Entry-level and experienced candidates will develop client books, provide investment and insurance advice, and build relationships through ongoing education and market networking.

The firm supports professional development with residency-type guidance and a broad advisory network designed to help advisors grow their practice while maintaining a

Qualifications

• Strong interpersonal communication and rapport-building with clients.
• Proven ability to meet and exceed sales goals while serving client needs.
• Comfort with explaining financial products and advisory services to diverse audiences.

Responsibilities

• Prepare client recommendations based on needs analysis and goals.
• Deliver investment and insurance solutions aligned with a financial plan.
• Advise clients on product features, benefits, and drawbacks according to their needs.
• Meet or surpass sales targets while following policies and regulations.
• Provide excellent customer service during every client interaction.

Skills

Interpersonal skills

Sales abilities

Client relationship management

Education

State Insurance License – Life and Health

Securities Industry Essentials (SIE)

FINRA Series 7 & 66 Registrations

Job description

Strategic Financial Partners seeks Financial Services Representatives to join its Memphis-based team serving Tennessee, Alabama, and Arkansas. Entry-level and experienced candidates will develop client books, provide investment and insurance advice, and build relationships through ongoing education and market networking.

The firm supports professional development with residency-type guidance and a broad advisory network designed to help advisors grow their practice while maintaining a