Independent Bank
Are you an established financial professional looking for a new opportunity to apply your skills in an entrepreneurial yet highly supportive environment? Our goal is to educate people as they plot a course through some of life’s most challenging financial issues. We build strong one‑on‑one relationships, interacting with clients in the communities where they live.
As a financial advisor with Independent Wealth Management, 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 take action 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 book 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 CPAs, attorneys, etc.
A commitment to conduct business with honesty and integrity
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, gender stereotyping, and age.
Independent Bank is an EO/AA Employer - M/F/Vets/Disabled
Financial Advisor • Memphis, TN, United States
#J-18808-Ljbffr
As a financial advisor with Independent Wealth Management, 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 take action 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 book 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 CPAs, attorneys, etc.
A commitment to conduct business with honesty and integrity
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, gender stereotyping, and age.
Independent Bank is an EO/AA Employer - M/F/Vets/Disabled
Financial Advisor • Memphis, TN, United States
#J-18808-Ljbffr