Financial Advisor

Job Description

Job Description

Financial Advisor – Memphis, TN (or within a 2-hour radius)

A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is a rare opportunity to become part of one of the most respected firms in the region — known for its strong reputation, deep resources, powerful network, and unmatched advisor support model.

The firm is a destination for top-tier, relationship-driven advisors who are seeking long-term alignment and cultural fit. Only A+ advisors will be considered.

Responsibilities:

• Serve as the primary point of contact for a personal book of business
• Build and maintain strong, trust-based relationships with clients and prospects
• Focus exclusively on client service and business development — all planning, investment management, operations, billing, and compliance are handled by internal staff
• Engage in a collaborative environment where team members regularly share ideas and support one another

Support Provided:

• Dedicated office space and substantial operational and administrative support
• Full-service internal teams responsible for planning, portfolio analysis, monitoring, compliance, and billing
• All client gifts, entertainment, continuing education, and professional designations are paid for by the firm
• Advisors are not expected to manage back-office functions — infrastructure is fully in place
• Preference for in-office collaboration, with flexibility available for experienced advisors and personal needs

Qualifications:

• Existing book of business
• Active Series 65 or 66 license
• Strong interpersonal and relationship-management skills
• Retirement plan experience is a plus, but not required
• Cultural alignment with a high-integrity, team-first firm is essential

Compensation:

• Extremely competitive payout structure
• Above-industry payouts with flexibility for creative deal structures

This opportunity is ideal for an experienced advisor seeking a highly professional environment with best-in-class support, where the focus is entirely on client service and long-term success.