Financial Advisor

Adams Keegan
  • Memphis, Tennessee
    30+ days ago

    Job Description

    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

    LocationMemphis, 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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