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 Overvie 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 t o:Developing and growing your book of business by meeting prospective clien tsWorking with clients on their investment and insurance planni ngNetworking to create new relationships in your Mark etAccess to continuing education to develop your skills in an ever-evolving indust ryInfinite potential for financial grow th Primary Responsibiliti es:Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mi nd.Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clien ts.Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual nee ds.Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulatio ns.Provide first class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements and polici es. What You Can Expect fro m UsPractice Management & Developm ent. 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 ba sis.Team Opportunit ies. 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 experie nce.Supp ort. 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 advi sor.Free dom. 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 sched ule.Tradit ion. We have offices in 5 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 teamw ork. Attributes of who we are see king:Excellent interactive skills and sales abil itiesFirm belief in financial products and solu tionsDemonstrates determination and commi ndsetPresents one’s self as outgoing and conf ident Bonus Attributes (not requ rienceSolid understanding of investment and insurance pr oductsSolid understanding of the financial planning process and needs an alysisState Insurance License – Life and HealthSecurities Industry Essentials (SIE)FINRA Series 7 & 66 registr Please visit our website for more information, including disclosures and licensing information for ourteam. rs.com/
CRN202802
-8046770 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 Strategic Financial Partners$50k
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...enterprise-wide strategic plan that reinforces our culture, provides clear business goals, and drives innovations while ensuring that our financial and strategic objectives are achieved. Supports the leadership team in the strategic planning process including organizing and...Full timeWork at officeFlexible hours- ...Admitting Representative Travel Required: None Clearance Required: None What You Will Do: The Financial Counselor is responsible for POS payments for patients receiving or who have received services at the facility. This position estimates patient liability...Full timeTemporary workWork at officeMonday to FridayFlexible hours
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Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Alabama.PNC is... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
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$75k - $137.5k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at officeShift work$75k - $90k
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$46.12k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hours
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