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Farther
Memphis, TN, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherInsight Global
Memphis
Job Description The Senior Financial Analyst helps the Business and support functions with timely and accurate analysis. The position supports Sales and Operations with financial activities, such as variance analysis for Management Reporting and budget and forecast activities. Also, the role will need to provide detailed cash flow analysis on possi
Job Source: Insight GlobalThe Cigna Group
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**Enterprise Coach** **The Enterprise Coach at Cigna Group is someone responsible for partnering with organizational leadership to enable the delivery of value efficiently and effectively to our customers. The Enterprise Coach co-creates meaningful, sustainable change, through enterprise-level transitions, employing relevant methodologies and techn
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The Fixed Assets Senior Analyst is an integral part of the Tax team. This position is responsible for helping drive process improvements and implementing change across the organization as well as assisting in the period close process for the Fixed Assets. Key responsibilities include: + Review complex journal entries requiring strong accounting and
Job Source: AutoZone, Inc.The Tennessee Board of Regents
Memphis, TN, United States
Southwest Tennessee Community College is a comprehensive, multicultural, public, open-access college. Southwest has 7 campuses/centers from which it offers over 100 programs and over 20 technical certificate programs. We foster student success, transform lives, and increase the educational level of a growing community in Shelby County. Southwest i
Job Source: The Tennessee Board of RegentsStephens, Inc.
Memphis, TN, United States
ESSENTIAL DUTIES AND RESPONSIBILITIES Identify high net worth individuals, businesses, foundations and other fiduciary prospects, market the firm's financial services, and convert prospects to clients with assets under management. Develop and service existing client relationships, monitor clients' investment objectives on an ongoing basis, work to
Job Source: Stephens, Inc.International Paper
Memphis
Financial Analyst Description: **Position Title:** **Financial Analyst** **Pay Rate** : **$ 81,700- $108,900** **Category/Shift** : Salaried Full-Time **Physical Location** : 6400 Poplar Avenue Memphis, TN The Financial Analyst reports directly to the Global Sourcing/Fiber Supply Controller assisting in the preparation of communications and present
Job Source: International PaperBCforward
Germantown, TN, United States
IT Software Development Advisor BCForward is looking for Software Development Manager (Remote) Position Title: Software Development Manager Location: Remote Anticipated Start Date: 07/01/2024 Duration: 1 Year Contract to Hire Job Type: Full Time/ W2 Pay Range: $60/hr on W2 Education Level: Bachelors Manager's notes: Skills & Knowledge:
Job Source: BCforwardMemphis, TN, United States
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they're on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Email Alert for Senior Financial Advisor jobs in Memphis, TN, United States
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