Our client is a Memphis based firm seeking to add a financial advisor to their team. A financial advisor will play a pivotal role in providing exceptional financial guidance and investment strategies to clients. They will analyze clients’ financial situations, develop specific and tailored plans, and offer recommendations to help clients achieve their financial goals. This individual will have a strong understanding of the financial industry, possess strong analytical skills, and be dedicated to delivering outstanding client service.
- Network with potential clients and attend industry events.
- Build strong relationships with clients while acting as their primary point of contact.
- Conduct thorough and comprehensive financial assessments for clients, evaluating their current financial status, goals, risk tolerance, and investment preferences.
- Develop customized investment plans aligned with clients’ goals.
- Continuously monitor and evaluate clients’ portfolios, adjusting as needed to optimize performance and manage risk.
- Regularly communicate with clients to provide updates on portfolio performance and address potential inquiries and concerns.
- Stay updated with market trends, economic indicators, industry developments, and changes in regulations.
- Ensure compliance with relevant laws, regulations, and industry standards while adhering to ethical guidelines and the clients’ best interests.
- Other responsibilities as needed.
- Bachelor's degree in finance, economics, business, or a related field.
- Series 65
- Have or be able to develop proficiency in Black Diamond, Excel, QuickBooks, Schwab, Fidelity, or similar financial software systems.