Financial Advisor

Cadence Bank
United States, Tennessee, Memphis
Apr 17, 2025
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 * 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 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. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)