Bluff City Advisory Group
Experienced Wealth Manager/Financial Advisor
Bluff City Advisory Group, Memphis, Tennessee, us, 37544
Overview
Bluff City Advisory Group is committed to building the future you desire, with a team boasting decades of wealth management experience. Our financial advisors are known for their professional excellence, confidence, and integrity. We provide customized financial plans and cost-effective investment strategies to meet each client's unique needs. We believe everyone deserves financial security and strive to serve as advocates and guides to grow sustainable portfolios for all our clients. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Role Description
This is a full-time, on-site role located in the Memphis Metropolitan Area. As an Experienced Wealth Manager/Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management to our clients. Daily tasks include developing custom financial plans, managing client investments, conducting detailed asset allocation analysis, and advising on customized executive benefits programs. You will work closely with clients to ensure they achieve their financial goals and maintain open and ongoing communication. Qualifications
Financial Planning and Finance skills Investment Management and Investments skills Experience in Insurance Excellent communication and interpersonal skills Ability to work independently and collaboratively CFP or other relevant certifications are a plus Bachelor's degree in Finance, Economics, or a related field Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
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Bluff City Advisory Group is committed to building the future you desire, with a team boasting decades of wealth management experience. Our financial advisors are known for their professional excellence, confidence, and integrity. We provide customized financial plans and cost-effective investment strategies to meet each client's unique needs. We believe everyone deserves financial security and strive to serve as advocates and guides to grow sustainable portfolios for all our clients. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Role Description
This is a full-time, on-site role located in the Memphis Metropolitan Area. As an Experienced Wealth Manager/Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management to our clients. Daily tasks include developing custom financial plans, managing client investments, conducting detailed asset allocation analysis, and advising on customized executive benefits programs. You will work closely with clients to ensure they achieve their financial goals and maintain open and ongoing communication. Qualifications
Financial Planning and Finance skills Investment Management and Investments skills Experience in Insurance Excellent communication and interpersonal skills Ability to work independently and collaboratively CFP or other relevant certifications are a plus Bachelor's degree in Finance, Economics, or a related field Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr