Financial Advisor: Residency Program & Flexible Schedule

Strategic Financial Partners; Memphis (TN); On-site; USD 45,000 - 90,000; Full time

Job summary

Strategic Financial Partners seeks Financial Services Representatives (entry-level and experienced) in Tennessee, Alabama, and Arkansas to build a personal client base and provide investment and insurance guidance in a supportive, growth-focused environment.

You will develop advisory skills through the firm’s residency program and collaborate with a broad internal network to deliver tailored financial solutions.

Qualifications

• Excellent interactive skills and sales abilities.
• Firm belief in financial products and solutions.
• Outgoing, confident and determined.

Responsibilities

• Prepare recommendations based on needs analysis to meet 고객 needs, with best interests in mind.
• Deliver investment and insurance solutions with a financial planning mindset.
• Advise clients on advantages/drawbacks of products per their needs.
• Meet or surpass sales goals while complying with policies and regulations.
• Provide first-class customer service during each interaction with knowledge of the sales process.

Skills

Sales abilities

Client relationships

Communication

Confident demeanor

Tools

Life & Health License

SIE Certification

Series 7 & 66

FINRA Licenses

Job description

Strategic Financial Partners seeks Financial Services Representatives (entry-level and experienced) in Tennessee, Alabama, and Arkansas to build a personal client base and provide investment and insurance guidance in a supportive, growth-focused environment.

You will develop advisory skills through the firm’s residency program and collaborate with a broad internal network to deliver tailored financial solutions.