Job Description
Job Description
Job Summary : We are seeking a knowledgeable and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial advice and guidance to clients, helping them achieve their financial goals.
You will utilize your expertise in investment management, financial sales, tax planning, and wealth management to assist clients in making informed financial decisions.
Duties : - Conduct thorough financial assessments of clients' current financial situations - Develop personalized financial plans based on clients' goals and risk tolerance - Provide recommendations on investment strategies and portfolio management - Assist clients with retirement planning, estate planning, and tax optimization strategies - Educate clients on various financial concepts and products - Monitor and review clients' investment portfolios regularly - Stay up-to-date with market trends, economic indicators, and changes in tax laws - Collaborate with other professionals such as accountants and attorneys to provide holistic financial advice Experience : - Proven experience as a Financial Advisor or similar role - Strong knowledge of investment management principles and practices - Demonstrated success in financial sales and client acquisition - Familiarity with various financial concepts including retirement planning, tax optimization, and wealth management - Experience working in a bank or financial institution is preferred - Previous experience in corporate accounting or public accounting is a plus - Excellent communication skills with the ability to explain complex financial concepts to clients - Strong analytical skills and attention to detail If you are passionate about helping individuals achieve their financial goals and have the necessary expertise in investment management, financial planning, and wealth management, we would love to hear from you.
Join our team as a Financial Advisor and make a positive impact on the lives of our clients. Note : All positions at our company are paid positions.
Company Description
We are a destination company that serves our associates and clients.
Company Description
We are a destination company that serves our associates and clients.
Project Manager - WFH
Manage project schedules and scope, assist in creating the project budget, oversee deliverables for quality and assist in staffing projects. Lead small project management teams assisting in project managing components of a larger technological program. Identify and mitigate risk through status repor...
Retail Sales Associate
As a full-time Verizon Retail Sales Associate, you'll have the opportunity to grow your career with a team focused on unlocking your full potential and sales success within one of our retail stores. Generate retail sales by using your passion for cutting-edge technology, and exceptional customer ser...
Audit Project Manager - Downtown
Vaco Financial is assisting our Memphis based client in their search for an Audit Project Manager. The Audit Project Manager is expected to:. ...
Sales Development Representative - Memphis, TN
Kraken Kratom Sales and Distribution - 20% Sales Commission!. Kraken Kratom is continuously looking for independent sales representatives to join the Kraken Team. Sell our top quality Kratom products to your local stores and surrounding areas; make 20% commission on all sales!. Company will provide ...
Roofing Sales Representative
Join a winning sales team! Erie Home is continuing to have rapid growth across the United States and seeking qualified sales representatives to help drive our continued growth. M in annual sales - to an astounding $450M. The company has grown from $40M in annual sales - to an astounding $500M+ in ju...
Sales Representative - Tennessee
Will conduct weekly sales calls and close new business. Sales experience and understand the power of networking and generating leads. ...
Sales Development Representative - Virtual/Remote
Sales Development Representatives. Coaching happens on three levels: at 1:1 meeting between you and sales leadership, collectively in sales meetings, and when you are paired up with another rep to shadow and roleplay. Knowledge of Salesforce, Outreach, and/or Salesloft. Are you looking for a lucrati...
Financial Advisor- VP Mentoring Program
After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager. Recruiting and selecting new financial sales professionals and supporting their development through training, coaching ...
Sales Representative
The Brian Mitchell Agency is on the lookout for Sales Representatives in Memphis, TN area. Sales positions also qualify for enticing incentives and pay raises, with the potential to earn up to or over 120% of the sales amount. Current Sales Representatives who plug into our system, engage in self-de...
Senior Financial Analyst
LHH has partnered with a manufacturing company located northwest of Nashville to fill a Senior Financial Analyst position. Develop and maintain financial models to support budgeting, forecasting, and long-term planning processes. Prepare and present detailed financial reports, including variance ana...