Support Advisor

Core Group
Memphis, Tennessee, United States
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3 + Years Experience


Company: Core Group
Skills: Accounting, Financial Analyst
Experience: 3 + Years
Education: Bachelors/3-5 yr Degree
Location: Memphis, Tennessee, United States


Core Group Resources (www.coregroupresources.com) is America's leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us 281 347 4700. We are currently in the market for the following:

 

Support Advisor

Memphis, Tennessee

We are looking for fiduciary advisors who put client's needs first. Our client is a multi-office Wealth Management Firm that has legacy of service and growth. Their focus is on serving their clients as relationship-focused, fiduciaries. This is a great opportunity for an associate advisor. The senior financial advisor for this office has established a large client list and growing business, so this support advisor will have the opportunity to step in, execute trades, and support client relationships.

Background:

  • Bachelor's Degree
  • Minimum of 3 years advising experience in a financial services company
  • Fully Licensed
  • Certified Financial Planner (CFP), or ability to obtain in the near future
  • History of integrity, responsibility

Why Join?

  • Grow professionally at a thriving company
  • Desire to serve clients with relational approach
  • Work in healthy & supportive values-based environment
  • Competitive Compensation and Incentives

The contact person for this job is Bob Sutton. Please contact him for more information at bob@coregroupresources.com