Wealth Advisor
Simmons Bank
Wealth Advisor page is loaded## Wealth Advisorlocations: Memphis, TNtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R113700## It's fun to work in a company where people truly BELIEVE in what they're doing!*We're committed to bringing passion and customer focus to the business.*The Wealth Advisor I analyzes and interprets clients’ investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances**.** The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice. **Essential Duties and Responsibilities*** Acts in the best interest of the client and delivers outstanding service.* Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.* Maintains product knowledge and stays current of market activity and news affecting the markets.* Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.* Performs other duties and responsibilities as assigned.**Qualifications**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.**Skills*** Ability to read and comprehend simple instructions, short correspondence, and memos.* Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.* Ability to read, analyze and interpret financial reports and/or legal documents.* Ability to write simple-to-business correspondence and routine reports.* Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.* Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.**Education and/or Experience*** HS Diploma/GED and* One year experience as a financial advisor.**Computer Skills*** MS Office programs**Certificates, Licenses, Registrations*** Series 7 and 63 license**Other Qualifications** (including physical requirements)* Ability to handle a high-stress environment.* Must display professional conduct and appearance.* Maintain client privacy and keep highly sensitive data confidential.* Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.* Must have excellent oral and written communication skills.*Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.*Since 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint. Parallel to our growth, Simmons Bank’s community roots run deep – these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates. Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth. If these cornerstones of company culture appeal to you, let’s talk! There’s never been a better time to join our team. #J-18808-Ljbffr
- 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...Suggested
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing...SuggestedWork at office
- ...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...SuggestedWork at office
- ...Summary of responsibilities: As a financial advisor with Independent Bank, 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...Suggested
- Financial Consultant The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions; and to identify and suggest financial services that would improve our members' lives. Provides prompt, professional and...Flexible hoursNight shift
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at office- ...financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-...Full timeTemporary workPart timeFlexible hours
$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...Work at office- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...Thrivent Financial for Lutherans in Memphis is seeking Financial Advisors to provide expert financial advice and build lasting client relationships. This role offers unlimited earning potential through base commissions and incentives. Candidates should have a Bachelor...
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hours$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Northwestern Mutual is seeking College Financial Representatives for an internship program in Memphis, TN. This role facilitates building a financial planning practice while receiving support and mentorship from a Fortune 500 company. Interns will engage in business strategies...InternshipFlexible hours
- ...integrity, and honesty. Guided by our vision to cultivate leaders within the financial services industry, we strive to empower our advisors to make a meaningful difference, helping members achieve financial security while strengthening the communities they call home....Work from homeFlexible hours
- Northwestern Mutual in Memphis, Tennessee, seeks College Financial Representatives for an internship to build a financial planning practice. Ideal candidates are full-time students, preferably juniors or seniors, who exhibit entrepreneurial spirit and strong time-management...Full timeInternshipLocal areaFlexible hours
- ...Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market Little Rock, Arkansas;Hot Springs, Arkansas; Memphis... ...new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$64.2k - $116.4k
...Worth, Hartford, Houston, Manayunk, Miami, Philadelphia, Sacramento, San Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance professional within the Engagement Business Operations (EBO) sub‑...Contract workWork experience placementSummer holidayWork at officeFlexible hours- Job Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support...Work at office
- Relationship Banker I - Float Location US-TN-Memphis Job ID 2026-19557 Category Branch Banking Type Regular Full-Time Job Grade 5 FLSA Status Non-Exempt Working Hours Mon-Fri 8-6 Sat 8:45...Permanent employmentFull time
- At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As...Immediate startAfternoon shift
- Relationship Banker I – Float Location: US‑TN‑Memphis Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and...Permanent employment
- As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring...Immediate startAfternoon shift
- A leading agency in financial services is seeking a passionate professional for a flexible work-from-home position focused on securing clients' financial well-being. The role includes conducting virtual consultations, assessing client needs, and managing relationships. ...Remote workWork from homeFlexible hours
- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...Full timeTraineeshipLocal areaMonday to Friday
- ...in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been...Work at officeMonday to FridayNight shift
- Description JOB SUMMARY The teller will perform basic teller functions that consist of: assisting customers, processing personal and commercial transactions, balancing credits and debits daily, ATM, Vault, Cash Items and Branch balancing to general ledger. Tellers must...Full time
- A financial services provider is looking for qualified candidates to work remotely on a part-time basis, aiming to earn additional income. The role involves virtual client interactions, where you will present insurance products and cultivate strong relationships. Comprehensive...Part timeRemote workWork from home
- Location US-TN-Bartlett Overview The purpose of this job is to satisfy the customer by providing quality customer service through the processing of a variety of cash and non-cash transactions and to be responsible for the safekeeping of any cash or cash equivalent items...Night shift
- Description Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as first point of contact to the client, may have responsibility for recommending bank products or referring...Part timeWork at officeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
- financial planner Memphis, TN
- financial planning associate Memphis, TN
- financial advisor associate Memphis, TN
- jde finance consultant Memphis, TN
- financial advisor development program Memphis, TN
- finance associate Memphis, TN
- estate planning consultant Memphis, TN
- financial planning assistant Memphis, TN
- financial counselor Memphis, TN
- financial advisor Memphis, TN

