Financial Services Rep
Strategic Financial Partners
Memphis, TN US
Posted ago
Strategic Financial Partners

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Responsibilities
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products

  • Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind
  • Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clients
  • Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual needs
  • Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulations
  • Provide first-class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements, and policies

Qualifications
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required

  • Excellent interactive skills and sales abilities
  • Firm belief in financial products and solutions
  • Demonstrates determination and commitment
  • Has an enterprising mindset
  • Presents one’s self as outgoing and confident

Compensation
$40,000 - $60,000 yearly
About Strategic Financial Partners

The local roots of our firm date back to 1933. Committed to providing excellence in customer service and quality of financial advisement, the company realized that the financial marketplace was consistently changing and evolving. With a solid foundation and an intense commitment to its clients, the firm evolved into Strategic Financial Partners. Today, Strategic Financial Partners is home to a formidable collection of industry professionals offering services from its headquarters office in Memphis, as well as throughout the Southeast. Over the past 80+ years, Strategic Financial Partners has continued to evolve with the ever-changing financial marketplace. Throughout it all, we stand firm to our commitment to helping individuals, families, business owners and professionals develop expertly tailored financial strategies. We provide the experience you need to confidently use investment and insurance products to create, preserve and distribute your wealth.

APPLY NOW
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