Skip to Main Content
← Back to Jobs

Advisor Support Representative

Radian Partners, LLC Memphis, TN
  • Posted: 24 days ago
  • $35,000 to $70,000 Annually
  • Full-Time

Radian Partners is seeking to hire immediately a full time Advisor Support Representative in the Memphis office at 6060 Poplar Avenue Suite 150 Memphis, TN 38119.

The ideal candidate will have professional business office experience, excellent customer service and communication skills, advanced computer skills including Microsoft Suite, ability to perform internet research, and be a demonstrated self-starter and quick learner. This position is in a small and very busy wealth management and estate planning office where each person assumes many roles and has the ability to fill in for others and be cross trained. This position deals with financial analysis and the ideal candidate must be detail oriented and very accurate with work performance and financial calculations. Financial services experience is preferred, but not required. A thorough background check is required and the successful candidate must must have no criminal record. Other duties include:

Ability to multi task

Desire to learn and pursue additional training or certifications

Outgoing and helpful personality

Organizational skills

Ability to work well independently within a team structure

Self starter

Job duties will include but not be limited to:

Email communication Correspondence Typing

Answering phones & directing calls Client service Accurate completion of paperwork

Opening new client accounts Preparation for public events Maintain advisor scheduling

Maintain client database Filing & recordkeeping Assist with marketing for Advisors

Financial Analysis Advisor & Client support Internet and financial product research

Meetings with clients Business Development Activities Some limited overtime may be required

Salary is negotiable and depends on factors such as education, experience, industry exposure and relevant licenses and registrations.

Qualified applicants please email your resume pasted into the body of an email or as a word attachment to: Patrick.Mcdowell@radianpartners.net

Radian Partners, LLC

Why Work Here?

Industry leading hybrid platform, top compensation plans, huge growth potential

Why your position as Advisor Support is critical - Radical thinking and effective execution have ignited our massive growth as advisors seek to affiliate with the next generation of hybrid platform. We allow our advisors to BE advisors not agents of a capturing employer, broker-dealer or agency system. This is real fiduciary responsibility that allows you to deliver best-in-class solutions (not best-in-house) for your client to decrease risk and expense, increase the probability of return and grow wealth; yours and your client's.

Address

6055 Primacy Parkway, Suite 160, Memphis, TN 38119
Memphis, TN
USA

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.