Financial Advisor
INDEPENDENT BANK•Memphis, TN
About The Position
As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations; recommending appropriate investment solutions; helping clients act on your recommendations; and providing personal client service.
Requirements
- BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP®, CPA)
- FINRA Series 7, 63, and 65 or 66
- Five-plus years of experience building own books of business successfully
- Excellent knowledge of and ability to communicate financial planning concepts and terminology
- Excellent knowledge of and ability to explain products, such as, mutual funds, stocks, bonds, insurance and annuities
- Firsthand knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks
- Demonstrated sales skills
- Strong interpersonal skills and a genuine desire to help others
- The tenacity to nurture long-term relationships with other professionals like CPA’s, attorneys, etc.
- A commitment to conduct business with honesty and integrity
Nice To Haves
- Advanced degree/designation (e.g., MBA, CFP®, CPA)
Responsibilities
- Marketing unique strengths and skills
- Targeting prospective clients
- Identifying client needs by analyzing their present income and asset situations
- Recommending appropriate investment solutions
- Helping clients act on recommendations
- Providing personal client service
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What This Job Offers
Job Type
Full-time
Career Level
Senior
