Financial Advisor

Job overview

The Financial Advisor role is based in Memphis, Tennessee, or within a two-hour radius. The posting describes a preference for in-office collaboration, with flexibility available for experienced advisors and personal needs. Compensation is not specified; the posting describes an extremely competitive payout structure with above-industry payouts and flexible deal structures. The role joins a Memphis-based registered investment adviser with more than $2.7 billion in assets under management.

What you'll do

• Serve as the primary contact for a personal book of business, build and maintain client and prospect relationships, and focus on client service and business development.
• Internal teams handle planning, investment management, operations, billing, and compliance.

What we're looking for

Skills & competencies

financial advisor

client service

business development

relationship management

memphis tn

registered investment adviser

existing book of business

series 65

series 66

in-office collaboration

flexible work arrangement

administrative support

portfolio analysis

continuing education

Work arrangement

• Weekend coverage required

Benefits & perks

• The firm pays for client gifts, entertainment, continuing education, and professional designations
• dedicated office space and operational and administrative support are provided.

Why this role

The firm provides dedicated office space and internal planning, portfolio analysis, monitoring, compliance, and billing support; it also pays for client gifts, entertainment, continuing education, and professional designations.

About the employer

Adams Keegan is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.