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Financial aid advisor Jobs in Memphis, TN

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Financial aid advisor • memphis tn

Last updated: 8 hours ago
  • Promoted
ASSOCIATE FINANCIAL ADVISOR

ASSOCIATE FINANCIAL ADVISOR

Edward JonesTN, United States
$65,600.00 yearly
Full-time
Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show moreLast updated: 2 days ago
Merrill Financial Solutions Advisor - Memphis Little Rock Market

Merrill Financial Solutions Advisor - Memphis Little Rock Market

Bank of AmericaMemphis
Full-time
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

University Clinical HealthMemphis, TN, US
Full-time
As the sole independent, physician-led faculty practice plan of the University of Tennessee Health Science Center, University Clinical Health (UCH) offers best-in-class clinical care.Our network of...Show moreLast updated: 24 days ago
  • Promoted
Financial Analyst

Financial Analyst

Hunter Fan CompanyCordova, TN, US
Full-time
Provides financial analysis at the direction of the FP&A Manager, Controller, and Director of Finance.Supports the finance and accounting teams teams as well as the finance needs of departments...Show moreLast updated: 30+ days ago
  • Promoted
Financial Aid Advisor

Financial Aid Advisor

VirtualVocationsMemphis, Tennessee, United States
Full-time
A company is looking for a Finance Advisor I to assist students in navigating the financial aid process.Key ResponsibilitiesProvide an overview of the financial aid process and available programsAs...Show moreLast updated: 7 days ago
  • Promoted
Licensed Financial Advisor

Licensed Financial Advisor

McAdams Group, LLCMemphis, TN, United States
$70,000.00 yearly
Permanent
Here the Licensed Service Advisor (LSA) plays a key role in delivering exceptional client experiences by managing relationships, conducting financial analysis, and preparing investment recommendati...Show moreLast updated: 5 days ago
Financial Reporting Advisor

Financial Reporting Advisor

FedExMemphis, Tennessee, US
Full-time
To compile, analyze and prepare financial and statistical information in support of accounting and financial analysis of FedEx companies. Compile, analyze and prepare financial and statistical infor...Show moreLast updated: 1 day ago
  • Promoted
Financial Coordinator

Financial Coordinator

Robert HalfMemphis, TN, US
Full-time
We are offering a long-term contract employment opportunity for a Financial Coordinator in Memphis, Tennessee.As a Financial Coordinator, you will play a crucial role in various business functions,...Show moreLast updated: 9 days ago
  • Promoted
Associate Financial Advisor

Associate Financial Advisor

Kelman-Lazarov, Inc.Memphis, TN, United States
Full-time
Kelman-Lazarov is seeking candidates interested in serving as an Associate Financial Advisor / Financial Planner.In this role, you will work directly with our clients to assist them with their wealth...Show moreLast updated: 13 days ago
Service advisor

Service advisor

National Automotive Training AcademyWest Memphis, AR, United States
Full-time
Quick Apply
We are looking for a personable service advisor to act as the liaison between our customers and service technicians.The service advisor's responsibilities include greeting customers, listening...Show moreLast updated: 7 days ago
Financial Advisor

Financial Advisor

First Command Financial Services, IncMemphis, Tennessee,US
Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking l...Show moreLast updated: 30+ days ago
Workday Student Implementation Lead - Financial Aid Module

Workday Student Implementation Lead - Financial Aid Module

DeloitteMemphis, Tennessee, US
$119,000.00–$199,000.00 yearly
Are you interested in working in a dynamic environment that offers opportunities for professional growth and new responsibilities? Are you interested in helping clients drive alignment with their b...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

VacoMemphis, TN
$70,000.00–$90,000.00 yearly
Permanent
Vaco is assisting their real estate client in Memphis, TN with their search for an investment analyst.The Real Estate Investment Analyst will play a critical hybrid role in finance and operations, ...Show moreLast updated: 20 days ago
  • Promoted
Financial Advisor

Financial Advisor

Prudential FinancialMemphis, TN, United States
Full-time
We are looking for Experienced Advisors to join our Team at Southern Financial Group!.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your b...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.Memphis, TN, US
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
Financial Advisor / Financial Planner

Financial Advisor / Financial Planner

Serendipity Staffing SolutionsLa Gran YajaNashville, Tennessee, United States
We're actively seeking an experienced Financial Advisor / Financial Planner looking to expand their current book of business and join our team in Tennessee. As a member of our successful team, you'll ...Show moreLast updated: 30+ days ago
Branch Service Advisor | Financial Licensing Required | Memphis, TN

Branch Service Advisor | Financial Licensing Required | Memphis, TN

Raymond JamesMemphis, TN
Branch Service Advisor | Financial Licensing Required | Memphis, TN-2402595.Under general supervision, uses specialized knowledge and skills obtained through experience and / or formal training to as...Show moreLast updated: 30+ days ago
Financial Advisor - Memphis

Financial Advisor - Memphis

ThriventTN – Memphis
Full-time
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You’ll enjoy the satisfaction of making a difference in the lives of the people you ser...Show moreLast updated: 30+ days ago
  • New!
Financial Reporting Advisor

Financial Reporting Advisor

Fedex GroundMemphis, Tennessee, USA
Full-time
To compile, analyze and prepare financial and statistical information in support of accounting and financial analysis of FedEx companies. Compile, analyze and prepare financial and statistical infor...Show moreLast updated: 8 hours ago
  • Promoted
Service Advisor

Service Advisor

MeinekeMemphis, TN, United States
Full-time
Comprehensive Benefits Package.Cutting-Edge Tools and Equipment : .The ideal candidate will have excellent communication and customer relationship skills, strong service writer capabilities, and prev...Show moreLast updated: 2 days ago
ASSOCIATE FINANCIAL ADVISOR

ASSOCIATE FINANCIAL ADVISOR

Edward JonesTN, United States
2 days ago
Salary
$65,600.00 yearly
Job type
  • Full-time
Job description

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.

At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.

You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.

Job Overview

Position Schedule : Full-Time

Branch Address : 6448 Hixson Pike Suite 116, Hixson, TN

If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

We'll give you the support you need.

Our team will be there every step of the way, providing :

  • Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
  • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

What characteristics would make you a successful Associate Financial Advisor?

  • Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
  • Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
  • Resiliency and adaptability in a nimble learning environment
  • Attention to detail, strong organizational and time management skills

    • Can you see yourself...

  • Providing personalized investment and financial solutions to clients?
  • Cultivating relationships in your local community to grow the business?
  • Contributing to the branch business plan to increase branch effectiveness?

    • As a salaried professional, you can also expect...

  • A culture of continuous improvement and professional development
  • Full-time Associates receive the following benefits :

    • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

    You'll be competitively compensated...

  • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
  • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.

    • Hiring Minimum : $61800.00

    Hiring Maximum : $65600.00

    Read More About Job Overview

    Skills / Requirements

    Key responsibilities with existing and newly created clients

    Responsibilities may include :

  • Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
  • Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
  • Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
  • Researching portfolio performance, cost / fees, asset allocation and changes to portfolio construction / investments, and make recommendations to client.
  • Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
  • Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
  • Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
  • Continually develop yourself to grow personally and professionally.

    • Job Requirements

  • High School Diploma / Equivalent required; Bachelor's degree preferred
  • Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
  • At least 3-5 years of relevant experience in securities industry preferred
  • FINRA licenses required within three months. State insurance licenses required
  • As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing

    • Read More About Skills / Requirements

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones

    Read More About Awards & Accolades

    About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose : We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    1Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.