Financial Advisor
Strategic Financial Partners
Begin a career with support and flexibility. Strategic Financial Partners has an opportunity available for Financial Services Representatives (entry-level and experienced) in Tennessee, Alabama, and Arkansas. Company Overview 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. As an SFP Associate, you can look forward to: Developing and growing your book of business by meeting prospective clients Working with clients on their investment and insurance planning Networking to create new relationships in your Market Access to continuing education to develop your skills in an ever-evolving industry Infinite potential for financial growth Primary Responsibilities: 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. What You Can Expect from Us: Practice Management & Development: The three-year advisor residency program provides intensive support and structure during the transition into the career as well as individualized practice development on a daily, weekly, monthly and quarterly basis. Team Opportunities: SFP is known for its unparalleled commitment to building highly effective advisory teams. Advisors who work with teams see client situations from multiple perspectives, which leads to more comprehensive planning and a higher quality client experience. Support: At SFP, you are backed by a diverse group of specialists and a comprehensive resource network to provide you with the knowledge and tools you need in order to become a successful financial advisor. Freedom: As a representative at SFP you are given the opportunity to run your business as you see fit. This job position gives you the ability to control your own work schedule. Tradition: We have offices in 6 major cities and have offered advisory services since 1933. The culture of our firm is one built from the pursuit of excellence, servant leadership and teamwork. Attributes of who we are seeking: Excellent interactive skills and sales abilities Firm belief in financial products and solutions Demonstrates determination and commitment Presents one’s self as outgoing and confident Bonus Attributes (not required): Solid understanding of investment and insurance products Solid understanding of the financial planning process and needs analysis State Insurance License – Life and Health Securities Industry Essentials (SIE) FINRA Series 7 & 66 Registrations Please visit our website for more information, including disclosures and licensing information for our team. Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract. #J-18808-Ljbffr
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...starting a business, this may what you’re looking for. As a Financial Representative, you will work with individuals, families, and... ...to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping...Suggested
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring...SuggestedWork at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office- ## Financial AdvisorApplyremote type: On Sitelocations: Chattanoogatime type: Full timeposted on: Posted 9 Days Agojob requisition id: JR... ...bringing passion and customer focus to the business.Financial Advisor If you’re looking for a career where purpose meets opportunity,...Temporary workWork at officeLocal areaFlexible hours
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...Job Description Job Description HHM Wealth Advisors, LLC Incumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building...Afternoon shift
- ...Merrill Advisor Development Program- Financial Advisor: Volunteer State Market Chattanooga, Tennessee;Nashville, Tennessee To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A leading financial services firm is seeking a proactive Financial Advisor to build a client base and offer personalized financial solutions. The ideal candidate should possess active Life & Health licenses and a passion for continuous learning. With a strong training...
$17.79 - $23.13 per hour
...experience) Monday thru Friday from 8:00am - 4:40pm PURPOSE STATEMENT: We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is responsible for...Hourly payFull timeLocal areaMonday to Friday- ...packets and for the verification of benefits along with all patient demographic information in the patient accounting system. Financial counseling of patients and/or guarantors and collecting any out of pocket (deductibles, copays, exhausted days, etc). Provide information...Local area
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
$43.89k - $150k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...and career goals. Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the...Full timeTemporary workLocal areaFlexible hours- ...for this position on behalf of Northwestern Mutual * As a Financial Representative, you will work with individuals, families, and... ...clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to...
- ...HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing, preserving and transferring...
- ...Northwestern Mutual is offering an internship for College Financial Representatives in Chattanooga, Tennessee. Interns will receive guidance in building a financial planning practice, engage with experts, and have the chance to interview for full-time roles upon graduation...Full timeInternship
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours$75k - $90k
Title: Information Security Analyst IV Location: Chattanooga, TN DIRECT HIRE Salary: $75,000 - $90,000/year + Benefits Relocation Assistance: YES The Information Security Analyst IV works in support of Information Security and Compliance requirements...Full timeLocal areaRelocation package- ...Location: On site at the specified location. Summary: The Relationship Banker serves as a trusted advisor engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include promoting and selling bank...Work at office
- ...Relationship BankerThe Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional... ...partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management...Flexible hours
- ...Role Overview The Relationship Banker serves as a trusted advisor engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Key Responsibilities Promote and sell bank products and services to drive growth. Deepen...Work at office
- ...8:30AM-1:00PM (Average 25 hours) SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for...Part timeWork at officeMonday to FridayNight shift
$99.81k
...diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) (1731194), Ernst & Young U.S. LLP, Chattanooga, TN. Provide audit services...Full timeWork experience placementSummer holidayWork at officeImmediate startMonday to Friday- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...leadership. This role serves as a senior producer and trusted advisor to business clients while maintaining a high-quality loan portfolio... ...involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and interpret...Local area
- Teller Position at FirstBankThe Teller serves as a first point of contact for customers by providing FirstBank service excellence, processing transactions in accordance with bank policies and procedures, assisting with customer inquiries, and recognizing/referring cross...
$100 per hour
...preferable within the banking or credit union industry. Excellent interpersonal and communication skills, with the ability to explain financial concepts clearly and understandably; bilingual communication skills highly preferred. Exceptional problem‑solving skills and the...Hourly payPart timeWork at officeWeekend work- ...complete with a detailed analysis of repayment sources, collateral analysis and well-supported risk rating recommendation.Prepares financial statement spreads using designated software products and templates after receipt of a financial package and initial loan request....
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