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Benefits offered by this job
Health and wellness program
401(k) match
Employee assistance program
Paid time off
Volunteer time off
Job summary
A leading financial services company in Memphis, TN is seeking a Financial Advisor to guide clients in planning their financial futures. The role includes utilizing provided technology and marketing support to expand business reach while collaborating with a team. Ideal candidates will have a strong sales background and necessary financial licenses, alongside benefits such as health insurance and a 401(k) plan.
Qualifications
2+ years of experience as a Financial Advisor is preferred.
Active FINRA Series 7, Series 63, and 65 or 66 licenses.
Active state variable life and health license.
Responsibilities
Meet with clients to plan their financial futures.
Utilize technology and tools to enhance operations.
Collaborate with co-workers to learn best practices.
Skills
Sales experience
Client relationship management
Financial planning
Proficient in technology usage
Education
High school diploma or GED
Tools
Client management software
Financial planning tools
Job description
A leading financial services company in Memphis, TN is seeking a Financial Advisor to guide clients in planning their financial futures. The role includes utilizing provided technology and marketing support to expand business reach while collaborating with a team. Ideal candidates will have a strong sales background and necessary financial licenses, alongside benefits such as health insurance and a 401(k) plan.