Financial Advisor – Memphis, TN (or within a 2-hour radius)
A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is a rare opportunity to become part of one of the most respected firms in the region — known for its strong reputation, deep resources, powerful network, and unmatched advisor support model.
The firm is a destination for top-tier, relationship-driven advisors who are seeking long-term alignment and cultural fit. Only A+ advisors will be considered.
Responsibilities:
Serve as the primary point of contact for a personal book of business
Build and maintain strong, trust-based relationships with clients and prospects
Focus exclusively on client service and business development — all planning, investment management, operations, billing, and compliance are handled by internal staff
Engage in a collaborative environment where team members regularly share ideas and support one another
Support Provided:
Dedicated office space and substantial operational and administrative support
Full-service internal teams responsible for planning, portfolio analysis, monitoring, compliance, and billing
All client gifts, entertainment, continuing education, and professional designations are paid for by the firm
Advisors are not expected to manage back-office functions — infrastructure is fully in place
Preference for in-office collaboration, with flexibility available for experienced advisors and personal needs
Qualifications:
Existing book of business
Active Series 65 or 66 license
Strong interpersonal and relationship-management skills
Retirement plan experience is a plus, but not required
Cultural alignment with a high-integrity, team-first firm is essential
Compensation:
Extremely competitive payout structure
Above-industry payouts with flexibility for creative deal structures
This opportunity is ideal for an experienced advisor seeking a highly professional environment with best-in-class support, where the focus is entirely on client service and long-term success.
Numbers & Facts
Location
Memphis, Tennessee
Skills
Administrative Skillsunmatched
Asset Managementunmatched
Billingunmatched
Business Developmentunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Financial Planningunmatched
Interpersonal Skillsunmatched
Investment Managementunmatched
Maintain Complianceunmatched
Operational Supportunmatched
Portfolio Analysisunmatched
Retirement Planunmatched
Rich Internet Application (RIA)unmatched
Series 65unmatched
Space Operationsunmatched
Team Playerunmatched
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