Financial Advisor at Independent Bank

Location: Memphis, Tennessee
Posted: May 5, 2026

Description

As a financial advisor with Independent Bank, you will market yourself, target clients, identify their needs by analyzing their income and asset situations, recommend suitable investment solutions, guide them on implementing those recommendations, and offer personalized client service.

Required Skills

marketing
targeting
analyzing
investment solutions
client service
financial planning concepts
mutual funds, stocks, bonds, insurance and annuities
asset management systems
sales skills
interpersonal skills

Additional Information

Required Previous Experiences: Five-plus years of experience building own books of business successfully
Preferred Qualifications: advanced degree/designation a plus (e.g., MBA, CFP®)
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