Adams Keegan

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Financial Advisor

at Adams Keegan

Posted: 7/18/2020
Job Reference #: 1225
Keywords: financial

Job Description

Job LocationsUS-TN-Memphis
Job ID
2018-1225
Category
Accounting/Finance
Type
Regular Full-Time

Overview

Our client, a Memphis based financial services provider, is looking for an experienced Financial Advisor to assist clients (individual investors, business owners and foundations)in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Respond to prospective customer queries about financial planning
  • Assist in the development plans for the company
  • Offer subject matter expertise to fellow Financial Advisors
  • Maintain awareness of latest legislative changes that may affect financial planning

Requirements

  • 1-5 years’ industry experience as a Financial Advisor
  • CFP designation or willing
  • Bachelor’s Degree in Finance or related field
  • Series 65/66 license
  • Possess strong knowledge of the investment business and strong understanding of financial planning concepts
  • RIA experience preferred; experience clearing through Schwab a plus
  • Excellent computer, interpersonal and communication skills