- Thrivent Financial (Memphis, TN)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- Edward Jones (Memphis, TN)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Regions Bank (Memphis, TN)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad… more
- Bank of America (Memphis, TN)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Navy Federal Credit Union (Memphis, TN)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Truist (Germantown, TN)
- …with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND ... and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 6. Conduct branch training sessions and investment product… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Our ideal contributor will:** + Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related ... in light of operations. **Job Description** **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered in St.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Our ideal contributor will:** * Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related ... **Job Description** **Job Summary:** Raymond James is hiring a Supervision Advisor to review and analyze various communication reviews and content to ensure… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Our ideal contributor will:** + Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related ... in light of operations. **Job Description** **Department Overview:** Raymond James Financial is a Florida-based diversified holding company headquartered in St.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …General Experience - 13 months to 3 years **Certifications** AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec Rep - Financial ... Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) **Travel** Less than 25% **Workstyle**… more
- Truist (Memphis, TN)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and support associates during functional reviews and provide advanced support to our Financial Advisor and some home office departments, focusing specifically on ... associates during functional reviews and provide advanced support to our Financial Advisor and some home office departments, focusing specifically on the… more
- Raymond James Financial, Inc. (Memphis, TN)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Sedgwick (Southaven, MS)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Software Development Advisor **PRIMARY PURPOSE OF ... THE ROLE:** To develop, maintain, test and debug software to meet generally defined requirements in a Windows client/server environment utilizing software development languages/environments such as .Net, Microsoft SQL, HTML, CSS, JavaScript, C#, .NET/ASP ,… more
- Deloitte (Memphis, TN)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Raymond James Financial, Inc. (Memphis, TN)
- …of annuity business. + Advise management on suggestions that would improve the financial advisor 's user experience and streamline the submission of annuity ... issue. **Essential Duties and Responsibilities** + Provide telephone support to financial advisors, sales assistants, branch managers and other branch professionals… more
- Deloitte (Memphis, TN)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Memphis, TN)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
- Deloitte (Memphis, TN)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Memphis, TN)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more