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Financial Advisor

Adams Keegan

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.
Vacancy posted 8 hours ago
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