Financial Advisor

Description

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

etc.)

community involvement.

proposals / planning, and conduct annual client reviews.

Who You Are :

team to deliver a superior client experience

management or other associates

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.