Financial Advisor Position Available In Shelby, Tennessee

Position:

Financial Advisor Reports to:

President, Cadence Investment Services Division:

Cadence Investment Services Reports To:

Program Coordinator, BancorpSouth Wealth Management Working Conditions:

Normal, no adverse or hazardous conditions What The Role is: This Financial Advisor position will lead a Wealth Management Investment team in client acquisitions, retention, service, and sales. They will build relationships with Cadence bankers and centers of influence to identify potential clients, train licensed bank employees; and provide whatever support is needed for the team’s existing client base. How You will Make an

Impact:

• Develop and present comprehensive personal and business financial plans
• Participate and lead client meetings in conjunction with the associate financial advisor
• Gather, organize, and synthesize client data within a financial planning context
• Prepare and provide analysis for client financial plans and presentations
• Prepare financial planning strategies for tax, retirement, insurance, estate, and other planning components as they relate to the client’s goals and objectives
• Communicate and collaborate with the client’s outside advisors (CPA, Estate Attorney, etc.)
• Participate in the continuous improvement of our firm’s standards
• Acquire and retain investment clients through existing relationships, bank referrals, and community involvement.
• Provide investment/insurance products and services, provide investment proposals/planning, and conduct annual client reviews.
• Recruit bank staff to obtain insurance licenses to join our referral and/or sales program.
• Conduct bank branch referral training.
• Comply with all industry and broker/dealer rules and regulations.
• Prepare new account and account maintenance documentation.

Who You Are:

CERTIFIED FINANCIAL PLANNER

Designation or willingness to obtain

• FINRA Series 7 & 63/65, registered with experience
• Sales skills and a good understanding of overall bank products and operations
• Exceptional social and communication skills necessary to assist clients
• Possess a high degree of self-motivation with the ability to work effectively as part of a team to deliver a superior client experience
• Willingness to rise above the position requirements to assist clients, prospects, management or other associates
• Outstanding verbal and written communication skills
• Bachelor’s Degree, required
• Four years of investment product sales experience, required