The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and ... Ability to read and interpret documents such as procedure manuals, general business correspondence ...
The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and ... Ability to read and interpret documents such as procedure manuals, general business correspondence ...
Wealth Advisor
Memphis, TN · On-site
The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and ... Ability to read and interpret documents such as procedure manuals, general business correspondence ...
Wealth Advisor
Memphis, TN · On-site
The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and ... Ability to read and interpret documents such as procedure manuals, general business correspondence ...
Service Advisor
Franklin, TN · On-site
As a Service Advisor, you will be responsible for maintaining accurate service records, managing ... General understanding of mechanical and technical terminology related to equipment service.
Service Advisor
Franklin, TN · On-site
As a Service Advisor, you will be responsible for maintaining accurate service records, managing ... General understanding of mechanical and technical terminology related to equipment service.
Service Advisor
Columbia, TN · On-site
As a Service Advisor, you will be responsible for maintaining accurate service records, managing ... General understanding of mechanical and technical terminology related to equipment service.
Service Advisor
Columbia, TN · On-site
As a Service Advisor, you will be responsible for maintaining accurate service records, managing ... General understanding of mechanical and technical terminology related to equipment service.
Service Advisor
Memphis, TN · On-site
$55K - $70K/yr
General Manager Job Summary As a Service Advisor at Skier's Marine in Memphis, you'll play a key role in ensuring our Service Center operates with integrity, efficiency, and profitability. Working ...
Quick apply
Service Advisor
Memphis, TN · On-site
$55K - $70K/yr
General Manager Job Summary As a Service Advisor at Skier's Marine in Memphis, you'll play a key role in ensuring our Service Center operates with integrity, efficiency, and profitability. Working ...
Student Success Advisor
Cookeville, TN · On-site
$45K - $55K/yr
Student Success Advisor Institution: Volunteer State Community College Campus Location: VSCC ... Provide general information about the various forms of financial aid and how the student remains in ...
New
Student Success Advisor
Cookeville, TN · On-site
$45K - $55K/yr
Student Success Advisor Institution: Volunteer State Community College Campus Location: VSCC ... Provide general information about the various forms of financial aid and how the student remains in ...
New
Credit Advisor
Nashville, TN · On-site
Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Credit Advisor should demonstrate commitment to delivering ...
Credit Advisor
Nashville, TN · On-site
Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Credit Advisor should demonstrate commitment to delivering ...
Student Success Advisor
Cookeville, TN · On-site
$45K - $55K/yr
Student Success Advisor Institution: Volunteer State Community College Campus Location: VSCC ... Provide general information about the various forms of financial aid and how the student remains in ...
New
Student Success Advisor
Cookeville, TN · On-site
$45K - $55K/yr
Student Success Advisor Institution: Volunteer State Community College Campus Location: VSCC ... Provide general information about the various forms of financial aid and how the student remains in ...
New
Student Success Advisor
Cookeville, TN · On-site
$45K - $55K/yr
Student Success Advisor Institution: Volunteer State Community College Campus Location: VSCC ... Provide general information about the various forms of financial aid and how the student remains in ...
New
Quick apply
Student Success Advisor
Cookeville, TN · On-site
$45K - $55K/yr
Student Success Advisor Institution: Volunteer State Community College Campus Location: VSCC ... Provide general information about the various forms of financial aid and how the student remains in ...
New
Student Success Advisor
Cookeville, TN · On-site
$45K - $55K/yr
Student Success Advisor Institution: Volunteer State Community College Campus Location: VSCC ... Provide general information about the various forms of financial aid and how the student remains in ...
New
Student Success Advisor
Cookeville, TN · On-site
$45K - $55K/yr
Student Success Advisor Institution: Volunteer State Community College Campus Location: VSCC ... Provide general information about the various forms of financial aid and how the student remains in ...
New
Express Lube Service Advisor
Nashville, TN · On-site
$20/hr
A service advisor acts as the intermediary between auto clients and technicians, handling vehicle ... General responsibilities are as follows: * Customer Communication: Greet customers, listen to their ...
Express Lube Service Advisor
Nashville, TN · On-site
$20/hr
A service advisor acts as the intermediary between auto clients and technicians, handling vehicle ... General responsibilities are as follows: * Customer Communication: Greet customers, listen to their ...
Express Lube Service Advisor
Nashville, TN · On-site
$20/hr
A service advisor acts as the intermediary between auto clients and technicians, handling vehicle ... General responsibilities are as follows: * Customer Communication: Greet customers, listen to their ...
Express Lube Service Advisor
Nashville, TN · On-site
$20/hr
A service advisor acts as the intermediary between auto clients and technicians, handling vehicle ... General responsibilities are as follows: * Customer Communication: Greet customers, listen to their ...
Service Advisor
Murfreesboro, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Murfreesboro, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Jackson, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Jackson, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Nashville, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Nashville, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Nashville, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Nashville, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Louisville, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Louisville, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Murfreesboro, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Murfreesboro, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Jackson, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Jackson, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Louisville, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
Service Advisor
Louisville, TN · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...
General Advisor information
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Wealth Advisor
Memphis, TN
Full-time
Re-posted 23 days ago
Simmons Bank rating
8.0
Based on 23 frontline employees who took The Breakroom Quiz
Job description
We're committed to bringing passion and customer focus to the business.
The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances. The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice.
Essential Duties and Responsibilities
- Acts in the best interest of the client and delivers outstanding service.
- Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
- Maintains product knowledge and stays current of market activity and news affecting the markets.
- Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
- Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
- Ability to read, analyze and interpret financial reports and/or legal documents.
- Ability to write simple-to-business correspondence and routine reports.
- Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
- Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.
Education and/or Experience
- HS Diploma/GED and
- One year experience as a financial advisor.
Computer Skills
- MS Office programs
Certificates, Licenses, Registrations
- Series 7 and 63 license
Other Qualifications (including physical requirements)
- Ability to handle a high-stress environment.
- Must display professional conduct and appearance.
- Maintain client privacy and keep highly sensitive data confidential.
- Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.
- Must have excellent oral and written communication skills.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
What Simmons Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Simmons Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Pine Bluff, AR, US
Year founded
1903