Associate Financial Planner Jobs

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$82,000 - $105,000 yearly

Responsibilities:

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

Qualifications:

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Valid FINRA Series 7 & 63/66 preferred but not required

About Company

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 in 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.