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Financial Advisor
Pinnacle Bank 3.5
Finance representative job in Memphis, TN
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
We hire experienced professionals who understand the industry and provide effective advice.
We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
PRIMARY RESPONSIBILITIES:
Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
Approve loans under approved authority limits.
Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
Participate in developmental and training activities as well as projects as directed by management.
Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
Assist other team members as needed to ensure delivery of distinctive service.
Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
College degree is preferred - finance or business-related field.
10 years' experience in banking/financial services.
Knowledge of consumer and commercial banking products.
Strong knowledge base relative to consumer and commercial loan documents.
Knowledge of compliance and federal banking regulations.
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
Excellent interpersonal skills, including verbal and written communication skills.
Effective analytical and mathematical reasoning skills with a strong attention to detail.
Ability to work independently and prioritize daily tasks.
Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
Flexibility and ability to multi-task.
Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 06.09.2015
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
$54k-102k yearly est. Auto-Apply 60d+ ago
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Virtual Financial Career Opportunity
Ohana Outreach Financial
Finance representative job in Memphis, TN
Job DescriptionBuild a long-term career without an office. You'll learn a clear client process with ongoing coaching. Income is performance-based. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers
Optional third-party benefits and incentive opportunities
Remote work with flexible scheduling
Trips, bonuses, and optional benefits are performance-based and not guaranteed.
Requirements
Life Insurance License (or willing to obtain - state timelines vary)
Authorized to work in the U.S.
Must pass a background check
Self-motivated and comfortable working independently
Prior sales, service, or leadership experience is helpful but not required
Compensation
Commission paid directly by partnered carriers
Earnings are based on individual sales performance
Opportunities for higher commission tiers and bonuses based on results
How to Apply
If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
$35k-66k yearly est. 23d ago
Financial Advisor
Pinnacle Financial 4.1
Finance representative job in Memphis, TN
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
* We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
* We hire experienced professionals who understand the industry and provide effective advice.
* We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
PRIMARY RESPONSIBILITIES:
* Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
* Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
* Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
* Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
* Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
* Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
* Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
* Approve loans under approved authority limits.
* Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
* Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
* Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
* Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
* Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
* Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
* Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
* Participate in developmental and training activities as well as projects as directed by management.
* Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
* Assist other team members as needed to ensure delivery of distinctive service.
* Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
* College degree is preferred - finance or business-related field.
* 10 years' experience in banking/financial services.
* Knowledge of consumer and commercial banking products.
* Strong knowledge base relative to consumer and commercial loan documents.
* Knowledge of compliance and federal banking regulations.
* Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
* Excellent interpersonal skills, including verbal and written communication skills.
* Effective analytical and mathematical reasoning skills with a strong attention to detail.
* Ability to work independently and prioritize daily tasks.
* Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
* Flexibility and ability to multi-task.
* Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
* The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 06.09.2015
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
$47k-92k yearly est. 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Memphis, TN
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financialrepresentative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active FinancialRepresentatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$52k-93k yearly est. Auto-Apply 9d ago
Financial Advisor - Memphis, TN
Corebridge Financial Inc.
Finance representative job in Memphis, TN
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a Financial Advisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position is currently designated as remote.
Estimated Travel
* May include up to 25% travel.
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 50%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$39k-79k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Memphis, TN
Corebridgefinancial
Finance representative job in Memphis, TN
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$39k-79k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Independent Bank 4.3
Finance representative job in Memphis, TN
Are you an established financial professional looking for a new opportunity to apply your skills in an entrepreneurial yet highly supportive environment? Our goal is to educate people as they plot a course through some of life's most challenging financial issues. We build strong one-on-one relationships, interacting with clients in the communities where they live.
As a financial advisor with Independent Wealth Management, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations; recommending appropriate investment solutions; helping clients take action on your recommendations; and providing personal client service.
Requirements:
BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA CFP, CPA)
FINRA Series 7, 63 and 65 or 66
Five-plus years of experience building own book of business successfully
Excellent knowledge of and ability to communicate financial planning concepts and terminology
Excellent knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities
Firsthand knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks
Demonstrated sales skills
Strong interpersonal skills and a genuine desire to help others
The tenacity to nurture long-term relationships with other professionals like CPA's, attorneys, etc.
A commitment to conduct business with honesty and integrity
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, gender stereo typing, and age.
Independent Bank is an EO/AA Employer - M/F/Vets/Disabled
$42k-76k yearly est. 60d+ ago
Paraplanner - Financial planning
Crown Financial Group 4.1
Finance representative job in Memphis, TN
Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions: 60% Financial Planning & Advice / Product Solutions
Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
Develop portfolio/robust product solution recommendations that will fit the clients risk tolerance and time frame as well as develop appropriate product deliverables
40% Client Care / Business Management
Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.
Manage and resolve client service problems
Perform other allowable duties as assigned by the financial advisor(s)
Key Traits of a Successful Paraplanner
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisors practice
Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
College degree or higher
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
$26k-45k yearly est. 10d ago
Financial Services Representative - State Farm Agent Team Member
Jeff Herman-State Farm Agent
Finance representative job in Memphis, TN
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Training & development
Tuition assistance
Join Our Team as a Financial Services Representative with Jeff Herman - State Farm Agent
Are you a motivated and customer-focused professional with 3+ years of experience in financial services? Do you have a passion for helping individuals and families secure their financial future? If so, we invite you to join Jeff Herman - State Farm Agent as a Financial Services Representative, where youll play a key role in marketing tailored financial products that help manage everyday risks and achieve long-term goals.
In this dynamic role, you will work closely with the agent and our dedicated team to understand customer needs and deliver personalized solutions in retirement planning, college funding, wealth management, and insurance-based financial products. Your strong communication and presentation skills will enable you to build lasting relationships within the community and guide clients toward confident financial decisions.
What Youll Do:
Consult with customers on comprehensive financial planning and investment options to meet their unique goals.
Assist clients with portfolio management and asset allocation strategies that align with their risk tolerance and objectives.
Conduct thorough financial reviews and recommend appropriate products that protect and grow their wealth.
Collaborate with the Agent to develop effective strategies for financial planning meetings.
Ensure all activities comply with financial regulations and industry standards.
What Were Looking For:
3+ years of experience in financial services, demonstrating your expertise and commitment to client success.
Life and health insurance licenses achieved or in progress, with FINRA Series 65, 6, and 63 licenses preferred.
Exceptional analytical skills combined with the ability to communicate complex financial concepts clearly and confidently.
A genuine passion for helping others protect their financial future and achieve peace of mind.
If youre ready to make a meaningful impact and grow your career in a supportive, client-centered environment, we want to hear from you. Join Jeff Herman - State Farm Agent and help shape the financial well-being of our community!
$28k-40k yearly est. 6d ago
Financial Services Representative - State Farm Agent Team Member
Steve Womack-State Farm Agent
Finance representative job in Memphis, TN
Job DescriptionBenefits:
Incentive Based Bonus
401(k)
401(k) matching
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Overview
As a Financial Services Specialist with our State Farm agency, you will play a vital role in growing and servicing our client base by prospecting and selling a comprehensive portfolio of financial products. Your focus will include life insurance, health insurance, annuities, investment planning services, and property & casualty insurance. This role offers a unique opportunity to build a strong pipeline of clients with a structured compensation plan designed to reward your success.
Key Responsibilities:
Provide personalized financial planning and guidance across insurance, investment, and retirement products.
Build and maintain strong client relationships through proactive communication and exceptional service.
Develop new business opportunities through prospecting and needs-based selling.
Recommend and present tailored solutions in life, health, property & casualty, annuities, and investment planning.
Collaborate with the career agent to execute business plans and deliver an outstanding client experience.
Educate clients on financial tools and resources to help them manage and monitor their portfolios effectively.
Required Qualifications:
Strong prospecting and relationship-building skills.
Excellent communication and interpersonal skills.
Self-motivated with a goal-oriented mindset.
Ability to work independently and as part of a team.
Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses.
Active Life & Health License
Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
$28k-40k yearly est. 3d ago
Patient Financial Services Rep
Bioventus 4.2
Finance representative job in Memphis, TN
Are you ready to work for a more active world? At Bioventus, our business depends on developing our people. We invest in you and challenge you to be the best. We value our colleagues for their different perspectives and individual contributions, and our leaders listen. Our success rests on working together to achieve shared goals and rewards. Join a diverse team of global colleagues driven to help patients resume and enjoy active lives.
As a Patient Financial Services (PFS) Representative, you will be responsible for explaining patients' insurance coverage, negotiating favorable payment terms, and securing payment from patients for Bioventus products. This role also supports patient education regarding product clinical benefits so patients are well informed and confident in moving forward with prescribed treatment. The PFS Representative communicates with patients from diverse backgrounds and plays a key role in supporting access to care.
Key Responsibilities:
* Reviews benefits investigation summaries with patients to ensure understanding of any out-of-pocket costs associated with Bioventus products.
* Explains the clinical benefits of Bioventus products and answers patient questions clearly and effectively to support informed decision-making.
* Communicates with patients from diverse backgrounds, including Spanish-speaking patients, to explain coverage, payment options, and next steps as needed.
* Takes payments and negotiates favorable payment arrangements with patients.
* Administers patient assistance programs when appropriate, in accordance with company policies and guidelines.
* Schedules shipment or delivery of Bioventus products to patients.
* Provides required forms to patients and ensures timely and accurate completion.
* Partners with the reimbursement services team to obtain any additional patient information required.
* Completes all required training in a timely and satisfactory manner.
* Holds oneself and others accountable to conduct business in compliance with Bioventus' Code of Compliance, policies, procedures, and internal controls applicable to the role.
* Performs other duties as assigned.
Education and Experience:
* High school diploma plus four (4) years of related experience or a four-year college degree
* Demonstrated success in an inside sales, patient services, or customer service role preferred
* Experience in a healthcare or reimbursement environment strongly preferred
* Bilingual (English/Spanish) communication skills preferred
* Strong verbal and written communication skills with the ability to interact effectively with patients and internal stakeholders
* Strong persuasion and negotiation skills
* Proficiency in Microsoft Word, Excel, Outlook, or similar software; SAP or other integrated systems experience a plus
Are you the top talent we are looking for?
Apply now! Hit the "Apply" button to send us your resume and cover letter.
Bioventus is committed to fostering an inclusive and diverse community of employees with a strong sense of belonging. We believe we are bettered by all forms of diversity and take pride in working with top talent from every walk of life. In the spirit of inclusivity, qualified applicants will be considered without regard to age, ethnicity, disability, gender, veteran status, gender expression, gender identity, nationality, race, religion or sexual orientation. All individuals, regardless of personal characteristics, are encouraged to apply.
$27k-35k yearly est. Auto-Apply 11d ago
Financial Services Specialist
Evolve Careers
Finance representative job in Memphis, TN
We're a world-class financial technology company that is passionate about what we do. Evolve has been voted a Top Workplace for the last seven years and has been named a Inc. 5000 fastest growing company. As an Evolve Financial Services Specialist in our world class customer support center you will have the opportunity to serve our Evolve legacy division clients, as well as, the end-users of our cutting-edge Fintech clients. Your role in delivering an amazing experience for these clients is at the leading edge of banking and financial technology. You'll have the opportunity to interact and support clients through voice calls, emails, chat, SMS, social media and more using the latest technology and support tools. Inquiries will run the gamut across many banking products from checking accounts, cards, online banking, bill pay and much more! Because we provide service to the end-users of our clients, you will have the opportunity to be a brand ambassador for our Fintech - the experience you deliver directly influences our and their reputation and customer loyalty - a big responsibility. Specialists will work both individually and in a team environment to ensure customers' banking and financial technology needs are recognized and efficiently met. Every customer interaction is considered an opportunity to deepen the bank/client relationships while delivering on Evolve's brand.
Main Job Tasks and Responsibilities:
Quickly and accurately answer customer inquiries in a professional and energetic fashion following our defined Customer Experience Guide.
Deliver exceptional service to our customer by going out of the way to resolve their issues/concerns.
Provide first call resolution - respond to and resolve, during the first call, customer service inquires and issues by identifying the topic and type of assistance the caller needs by asking clarifying questions.
Identify and offer customers the products and services they need and want to succeed financially.
Help guide and educate customers about the fundamentals and benefits of products being serviced/offered.
Meet and/or exceed established team goals for quality and productivity.
Recognize and escalate issues (systematic, product, etc.) that negatively impact the customer experience through the appropriate channel(s).
Education and Experience:
Associate or bachelor's degree.
Banking experience required.
Customer Support Center experience.
General banking industry business knowledge.
A plus - Bilingual in English and Spanish - ability to read, write and speak both languages without limitation or assistance.
2+ year of customer service experience.
Key Competencies:
Passion for customer experience and for assisting internal/external customers.
Excellent verbal and written communication skills with emphasis on proper grammar, etiquette, and voice qualities such as tone, inflection and enunciation.
Must be passionate about contributing to an organization focused on continuously improving customer experiences.
Problem solving ability and customer advocacy.
Strong computer skills and the ability to utilize multiple computer applications simultaneously.
Close attention to detail, demonstrate positive attitude and professional demeanor - practicing strict confidentiality for all sensitive information.
$29k-45k yearly est. 30d ago
Finance Intern
International Paper 4.5
Finance representative job in Memphis, TN
Title** **:** **Finance Summer Intern** **Pay Rate** : $1,810 - $2,340 semi-monthly _Multiple factors, including Individual experience, skills and abilities will determine where an employee is ultimately placed in the pay range._ **Category/Shift** :
Salaried Full-Time
**Physical Location** :
Location varies across our facilities in North America
**The Job You Will Perform:**
+ Business Partner: Provides financial analysis including interpretation and application of professional standards, company policies, and processes.
+ Learn, Engage, and Develop (LEAD): Obtain a good understanding of the financial systems, processes, and procedures used across the organization to contribute to meeting or exceeding business goals.
+ Work Systems: Perform data entry and utilize systems as a source of research analysis while also investigating, reviewing, and evaluating various financial transactions and the recommendation of the appropriate treatment.
+ Teamwork: Participate with assigned department teams along with intern team members on projects to gain knowledge around, but not limited to: general ledger, forecasting, budgeting, accounts payable, fixed assets, capital, payroll, reporting, and monthly/quarterly/yearly closing, research and investigation, regulatory compliance, analyzing business results, developing an annual budget, and preparing short term forecasts.
+ Communication: Effectively interact both in-person and via phone, e-mail, instant messaging to assist and support the businesses by performing routine, ad hoc analytical support and other financial assignments such as measuring progress against meeting various objectives as outlined by your department, the business, or the company, as needed.
**The Qualifications, Skills and Knowledge You Will Bring:**
+ Pursuing your undergraduate or graduate degree in Finance, Accounting, Data Analytics, Economics, or related field
+ Minimum 3.0 Cumulative GPA
+ Applicants must be 18 years old by April 2023 in order to be eligible
+ Immigration sponsorship is not available for this position. As a general rule, International Paper does not sponsor candidates for nonimmigrant visas or permanent residency. International Paper may make exceptions on a discretionary basis depending on factors such as the Company's specific business needs, place of recruitment, unique skills needed for certain jobs, and/or particular qualifications of the individual.
**The Benefits You Will Enjoy:**
International Paper offers a benefits package that includes health, welfare and retirement plans including Medical, Dental, Life insurance, Flexible Spending Accounts, Short-term and Long-term Disability, 401(k), Company-funded retirement contributions, Paid Time Off, Education & Development (including Tuition Reimbursement), Student Loan Repayment Assistance, and Voluntary Benefits including insurance for home, auto, vision and pets.
**The Career You Will Build:**
+ Leadership training
+ Finance experience
**The Impact You Will Make:**
We continue to build a better future for people, the planet, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 120 years. Join our team and you'll see why our team members say they're **Proud to be IP** .
**The Culture You Will Experience:**
International Paper promotes employee well-being by providing safe, caring and inclusive workplaces. We have team members all around the world with diverse backgrounds, experiences, and perspectives. These are our strengths. We are committed to creating a culture where all individuals are respected, valued, engaged and have an opportunity to do their best work every day. We invite you to bring your uniqueness, creativity, talents, experiences, and safety mindset to be a part of our increasingly inclusive and diverse culture.
**The Company You Will Join:**
International Paper (NYSE: IP) is a leading global supplier of renewable fiber-based products. We produce corrugated packaging products that protect and promote goods, and enable worldwide commerce, and pulp for diapers, tissue and other personal care products that promote health and wellness. Headquartered in Memphis, Tenn., we employ approximately 38,000 colleagues globally. We serve customers worldwide, with manufacturing operations in North America, Latin America, North Africa and Europe. Net sales for 2022 were $21.2 billion. Additional information can be found by visiting InternationalPaper.com.
**Job Identification** 1079443
$1.8k-2.3k monthly 18d ago
Financial Services Representative
Worldacceptance
Finance representative job in Senatobia, MS
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16-$18
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$16-18 hourly Auto-Apply 50d ago
Intern - Bank Finance
First Horizon 3.9
Finance representative job in Memphis, TN
Internship Program Duration: 10 Weeks - June 1, 2025 - August 7, 2025
Pay: $20
Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon.
Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours.
The Intern will learn and assist with the day-to-day duties of the Bank Finance members, including:
Assists in the preparation of daily, monthly, quarterly, and annual financial reports
Analyzes financial data for trends and anomalies
Conducts research and analysis to provide management with definitive financial data
Attend and observe leadership meetings that discuss strategic growth initiatives
Qualifications
Full-time undergraduate student with anticipated graduation date between December 2025 and June 2026
GPA of 2.75 or above
Strong interest in business and finance, though no specific major or field is required
Resourcefulness, team-oriented, enthusiastic
Entrepreneurial spirit
Demonstrated leadership and self-development (work or campus)
Ability to interface and network with people at all levels of an organization
Strong communication and collaboration skills
Strategic and critical thinking skills
Computer and Office Equipment Skills
Microsoft Office Suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$20 hourly 36d ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Memphis, TN
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financialrepresentative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active FinancialRepresentatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$52k-93k yearly est. Auto-Apply 13d ago
Financial Adviser
Crown Financial Group 4.1
Finance representative job in Memphis, TN
Job DescriptionBenefits:
Bonus based on performance
Free food & snacks
Opportunity for advancement
Training & development
Benefits/Perks
Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation
Job Summary
We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance.
Responsibilities
Gather information to understand each clients overall financial situation and needs and create individualized financial plans
Make recommendations around a variety of financial products and services
Network and develop relationships to create a strong client base
Seek out opportunities to make presentations, provide education, and sell services
Maintain up-to-date knowledge of the market and industry trends
Qualifications
Bachelors degree in finance or a related field
Previous experience as a Financial Adviser or related position
Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
Understanding of the markets financial data
Ability to provide reliable, data-based financial advice
Ability to explain complex financial information in simple terms
Excellent negotiation, communication, and presentation skills
$25k-39k yearly est. 15d ago
Finance Intern
International Paper Company 4.5
Finance representative job in Memphis, TN
" Finance Summer Intern Pay Rate: $1,810 - $2,340 semi-monthly Multiple factors, including Individual experience, skills and abilities will determine where an employee is ultimately placed in the pay range. Category/Shift: Salaried Full-Time
Physical Location:
Location varies across our facilities in North America
The Job You Will Perform:
* Business Partner: Provides financial analysis including interpretation and application of professional standards, company policies, and processes.
* Learn, Engage, and Develop (LEAD): Obtain a good understanding of the financial systems, processes, and procedures used across the organization to contribute to meeting or exceeding business goals.
* Work Systems: Perform data entry and utilize systems as a source of research analysis while also investigating, reviewing, and evaluating various financial transactions and the recommendation of the appropriate treatment.
* Teamwork: Participate with assigned department teams along with intern team members on projects to gain knowledge around, but not limited to: general ledger, forecasting, budgeting, accounts payable, fixed assets, capital, payroll, reporting, and monthly/quarterly/yearly closing, research and investigation, regulatory compliance, analyzing business results, developing an annual budget, and preparing short term forecasts.
* Communication: Effectively interact both in-person and via phone, e-mail, instant messaging to assist and support the businesses by performing routine, ad hoc analytical support and other financial assignments such as measuring progress against meeting various objectives as outlined by your department, the business, or the company, as needed.
The Qualifications, Skills and Knowledge You Will Bring:
* Pursuing your undergraduate or graduate degree in Finance, Accounting, Data Analytics, Economics, or related field
* Minimum 3.0 Cumulative GPA
* Applicants must be 18 years old by April 2023 in order to be eligible
* Immigration sponsorship is not available for this position. As a general rule, International Paper does not sponsor candidates for nonimmigrant visas or permanent residency. International Paper may make exceptions on a discretionary basis depending on factors such as the Company's specific business needs, place of recruitment, unique skills needed for certain jobs, and/or particular qualifications of the individual.
The Benefits You Will Enjoy:
International Paper offers a benefits package that includes health, welfare and retirement plans including Medical, Dental, Life insurance, Flexible Spending Accounts, Short-term and Long-term Disability, 401(k), Company-funded retirement contributions, Paid Time Off, Education & Development (including Tuition Reimbursement), Student Loan Repayment Assistance, and Voluntary Benefits including insurance for home, auto, vision and pets.
The Career You Will Build:
* Leadership training
* Finance experience
The Impact You Will Make:
We continue to build a better future for people, the planet, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 120 years. Join our team and you'll see why our team members say they're Proud to be IP.
The Culture You Will Experience:
International Paper promotes employee well-being by providing safe, caring and inclusive workplaces. We have team members all around the world with diverse backgrounds, experiences, and perspectives. These are our strengths. We are committed to creating a culture where all individuals are respected, valued, engaged and have an opportunity to do their best work every day. We invite you to bring your uniqueness, creativity, talents, experiences, and safety mindset to be a part of our increasingly inclusive and diverse culture.
The Company You Will Join:
International Paper (NYSE: IP) is a leading global supplier of renewable fiber-based products. We produce corrugated packaging products that protect and promote goods, and enable worldwide commerce, and pulp for diapers, tissue and other personal care products that promote health and wellness. Headquartered in Memphis, Tenn., we employ approximately 38,000 colleagues globally. We serve customers worldwide, with manufacturing operations in North America, Latin America, North Africa and Europe. Net sales for 2022 were $21.2 billion. Additional information can be found by visiting InternationalPaper.com.
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$1.8k-2.3k monthly Auto-Apply 19d ago
Intern - Bank Finance
First Horizon Bank 3.9
Finance representative job in Memphis, TN
**Internship Program Duration** : 10 Weeks - June 1, 2025 - August 7, 2025 **Pay** : $20 Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon.
Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours.
The Intern will learn and assist with the day-to-day duties of the Bank Finance members, including:
+ Assists in the preparation of daily, monthly, quarterly, and annual financial reports
+ Analyzes financial data for trends and anomalies
+ Conducts research and analysis to provide management with definitive financial data
+ Attend and observe leadership meetings that discuss strategic growth initiatives
**Qualifications**
+ Full-time undergraduate student with anticipated graduation date between December 2025 and June 2026
+ GPA of 2.75 or above
+ Strong interest in business and finance, though no specific major or field is required
+ Resourcefulness, team-oriented, enthusiastic
+ Entrepreneurial spirit
+ Demonstrated leadership and self-development (work or campus)
+ Ability to interface and network with people at all levels of an organization
+ Strong communication and collaboration skills
+ Strategic and critical thinking skills
**Computer and Office Equipment Skills**
+ Microsoft Office Suite
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
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.
$32k-37k yearly est. 36d ago
Relationship Banker
First Horizon Bank 3.9
Finance representative job in Memphis, TN
**Schedule:** Monday through Thursday 8:30AM to 4:30PM, Friday 8:30AM to 6:15PM, Saturday 8:30AM to 1:15PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Sales and Business Development
+ Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
+ Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
+ Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
+ Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
+ Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
+ Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience
+ Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
+ Deliver excellent client experiences consistently and promptly resolve client issues effectively.
+ Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
+ Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
+ Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.
+ Assist banking center management with "on the job training" of new associates.
+ Assist with dual control vault responsibilities and audit controls.
+ Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned.
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
+ High school diploma or general education degree (GED)
+ 2 - 5 years of experience as a Universal Banker or Teller
**COMPUTER AND OFFICE EQUIPMENT SKILLS**
Microsoft Office Suite, Salesforce
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
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.
How much does a finance representative earn in West Memphis, AR?
The average finance representative in West Memphis, AR earns between $21,000 and $61,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in West Memphis, AR