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Investment consultant Jobs in Memphis, TN

Last updated: 8 hours ago
Regional Hybrid Investment Consultant

Regional Hybrid Investment Consultant

ThriventTN – Memphis
$58,196.00–$78,735.00 yearly
Full-time
We exist to help people achieve financial clarity.At Thrivent, we believe money is a tool, not a goal.Driven by a higher purpose at our core, we are committed to providing financial advice, investm...Show moreLast updated: 30+ days ago
  • Promoted
Leasing Consultant

Leasing Consultant

Unified Residential ManagementMemphis, TN, US
Full-time
Join Our Team at Unified Residential Management.At Unified Residential Management, we're more than just a property management company – we're curators of exceptional living experience...Show moreLast updated: 11 days ago
  • Promoted
  • New!
Lactation Consultant

Lactation Consultant

Cayaba CareMemphis, TN, United States
Full-time
The United States has the poorest maternal and birth outcomes of all developed countries with the underserved, Black, Brown, Indigenous communities disproportionately affected.Cayaba Care is workin...Show moreLast updated: 16 hours ago
  • Promoted
HOSPICE CARE CONSULTANT

HOSPICE CARE CONSULTANT

Gentiva Health ServicesTN, United States
Full-time
Gentiva Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need us, offering physical, ...Show moreLast updated: 1 day ago
  • Promoted
Leasing Consultant

Leasing Consultant

Atlantic Pacific CompaniesMemphis, TN, US
Full-time
Florida, Georgia, Texas, California, North Carolina, and Washington, D.We are looking for passionate people who enjoy challenges and helping others. Does this sound like you? Join us!.An experienced...Show moreLast updated: 12 days ago
  • Promoted
Automotive Sales Consultant

Automotive Sales Consultant

Gossett VW GermantownMemphis, TN, United States
$3,000.00 monthly
Full-time
Sales & Leasing Specialist - Health Benefits - 401k - Paid Training - Apply to be a Sales & Leasing Specialist with our automotive team. One of the largest privately owned Automotive Dealer Groups i...Show moreLast updated: 30+ days ago
  • Promoted
Automotive Sales Consultant -Recruitment

Automotive Sales Consultant -Recruitment

Gossett Chrysler Jeep Dodge Ram FiatMemphis, TN, United States
Full-time
Health Benefits - 401k - Paid Training - Apply to be a Sales & Leasing Specialist with our automotive team today.One of the largest privately owned Automotive Dealer Groups in West Tennessee is exp...Show moreLast updated: 24 days ago
  • Promoted
Fire Protection Consultant

Fire Protection Consultant

Ignis Global RecruitmentWest Memphis, AR, US
$90,000.00–$130,000.00 yearly
Full-time
We are seeking a dedicated Fire Protection Consultant to join a dynamic team in the.This role will be pivotal in project management, technical development, and business growth, contributing to the ...Show moreLast updated: 2 days ago
  • Promoted
Azure Migration Consultant

Azure Migration Consultant

Sage IT IncMemphis, Tennessee, USA
Full-time
Lead the design and engineering of new nextgeneration solutions based on modern Cloud Native architectural principles.Perform a technical leadership role in a client portfolio acting as Trusted Adv...Show moreLast updated: 18 days ago
Leasing Consultant

Leasing Consultant

LMS Investment ManagementMemphis, TN, US
Quick Apply
Position / Title : Leasing Consultant Reports to : Property Manager Start Date : Immediately Location : Memphis, TN - Fielder Square Our community in Memphis, Tennessee is looking...Show moreLast updated: 30+ days ago
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupMemphis, TN (Tennessee)
$67,000.00–$120,700.00 yearly
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
  • Promoted
Brokerage Financial Consultant

Brokerage Financial Consultant

Truist Financial CorporationMemphis, TN, United States
Full-time
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospecti...Show moreLast updated: 1 day ago
  • Promoted
Sales Consultant

Sales Consultant

Summit Business GroupCordova, TN, US
Full-time
Join Our Compassionate Team at Summit Business Group.Position : Direct Sales Representative.Territory Sales Position Available. At Summit Business Group, we're more than just an insurance agency....Show moreLast updated: 6 days ago
Parts Consultant

Parts Consultant

Jim Keras Buick GMCMemphis, TN, US
Our company is looking for a Parts Counter Person to join our team.Work with service technicians and advisors to coordinate parts for vehicle repair and service. .Maintain clean and professional app...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Leasing Consultant

Leasing Consultant

Makowsky Ringel Greenberg, LLCMemphis, TN, US
Full-time
Makowsky Ringel Greenberg, LLC.The Edison Apartments in Memphis, Tennessee.Responsibilities include, but are not limited to : . Promote positive image of the apartment community.Resident relations and...Show moreLast updated: 8 hours ago
Sales Consultant

Sales Consultant

The Good Feet Store MidwestMemphis, TN, US
$75,000.00–$95,000.00 yearly
Quick Apply
Are you ready to make a meaningful impact on people’s lives? Join our team at Good Feet Midwest, an expanding franchisee of The Good Feet Store, America’s #1 Arch Support Store.With 40+...Show moreLast updated: 30+ days ago
Service Consultant

Service Consultant

CarMaxMemphis,TN
Memphis - 7771 Highway 64, Memphis, Tennessee, 38133CarMax, the way your career should be! .Under general supervision, deliver exceptional customer service by acting as a liaison between the custom...Show moreLast updated: 30+ days ago
Regional Hybrid Investment Consultant

Regional Hybrid Investment Consultant

ThriventTN – Memphis
30+ days ago
Salary
$58,196.00–$78,735.00 yearly
Job type
  • Full-time
Job description

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

Job Summary

The Regional Hybrid Investment Consultant (RHIC) is responsible for sales of Thrivent Mutual Funds, Managed Portfolios, and ETFs. Position will provide field sales coverage within assigned territory as well as assist in some national assignments to Financial and lnvestment Representatives.

The RHIC is an external hybrid mutual fund wholesaling position. RHICs proactively interact with Financial Representatives through both in field meetings through external rotations, as well as telephone, email and virtual presentations to position Thrivent Mutual Funds, Managed Portfolio, and ETFs in client investment strategies. They achieve this by mastering and utilizing extensive product knowledge, competitive positioning, sales process skills and case consultation skills. RHICs are responsible for addressing advanced planning topics where Thrivent products are utilized. RHICs work with Financial Representatives from their assigned territory and back-up for national sales support when needed. This individual will also be responsible for developing and successfully executing upon a business plan, managing the territory and understanding the greatest opportunities for Thrivent Funds.

RHICs provide sales and sales support to Financial and Investment Representatives within all channels Thrivent Distributors has access and selling agreements contracts.

  • Total compensation consists of an annual salary, quarterly performance-based bonuses, and monthly variable compensation for a target comp range of $180K to $194K

Job Responsibilities and Duties

  • Drive sales and market share growth of Thrivent Mutual Funds, Managed Portfolios, and ETFs. Help drive increase in Thrivent unique new relationships.
  • Establish and maintain relationships with individual financial and investment advisors by in-person meetings, telephone, email, and online presentations.
  • Utilize excellent knowledge / expertise of Thrivent Mutual Funds, Managed Portfolios, and ETF products / strategies / technical tools through the educational and sales process with Financial Representatives.
  • Develop new and build upon existing relationships within territory. The strategy includes developing a firm rotation, implementing business plans around focus FR’s and firms identifying business opportunities. Manage territory to meet sales and activity goals.
  • Prospect for new business, cross sell existing advisors on all Thrivent Mutual Funds, Managed Portfolios, and ETFs.
  • Ability to fully utilize technology and fulfills in a timely manner required administrative / team responsibilities such as CRM data entry, Morningstar illustrations, call reporting, expense reports, conference calls and meetings on time.
  • Help Investment Advisors increase their business by producing hypothetical illustrations, updating them on current marketing materials and Thrivent Asset Management’s point of view.
  • Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing.
  • Manage annual T&E budget.
  • Conduct client educational seminars and events.
  • At all times, conduct daily activities in the highest professional manner.
  • Extensive ability to travel in territory, 25 to 35%, travel-mostly overnight.
  • RHICs may be assigned to Co-Supervise and will review product messaging and sales tools as needed to ensure compliance with securities laws and regulations. This responsibility will generally not exceed 10% of weekly activity, though may significantly increase as new products or sales strategies warrant.
  • Job Qualifications

  • Bachelor’s degree or equivalent work experience required; Advanced financial services designations a plus.
  • Minimum 3-7 years of financial services experience preferably wholesaling with demonstrated increases in responsibility.
  • Series 7, 63 / 65 or 66.
  • Excellent ability to communicate complex investment product related sales concepts as well as concepts about investing, capital markets and economic trends.
  • Proven relationship building and time management skills.
  • Strong entrepreneurial instincts.
  • Strong public speaking skills.
  • Deep understanding of competitors’ products in all asset classes.
  • Must be able to work independently and to communicate clearly and concisely.
  • Ability to work in a fast paced high call volume environment with enthusiasm and positive attitude.
  • A strong combination of sales and analytical skills coupled with an energetic and engaging style is required.
  • PC skills in Microsoft Excel, Word, PowerPoint, Salesforce and sales database applications.
  • Other Critical Factors

  • Required to travel 25 to 35% of time, mostly overnight stays.
  • Ability to build relationships.
  • Additional Information

  • This position requires you to work on-site in Minneapolis, MN a minimum of two days a week; or if working remotely, three days a quarter work on-site in Minneapolis, MN
  • Pay TransparencyThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $58,196.00 - $78,735.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.The following benefits may be offered : various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan / policy documents. Thrivent’s plans / policies are subject to change at any time at Thrivent’s discretion.

    Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

    Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call 800-847-4836 and request Human Resources.