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Independent Financial

Independent Financial

21 jobs near Columbus, OH

Independent Bank

Financial Advisor

Memphis, TN · On-site

As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...

INDEPENDENT BANK

Financial Advisor

Memphis, TN · On-site

As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...

Independent Bank

Financial Advisor

Memphis, TN · On-site

As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...

Independent Bank

Credit Analyst

Memphis, TN · On-site

DUTIESAnalyzing financial reports, business plans, projections, and industry reports to understand ... Independent Bank is an EO/AA Employer M/F/Vets/Disabled

Independent Bank

Commercial Lender II

Memphis, TN · On-site

Assists manager with credit underwriting, financial statement analysis, and preparing credit summaries. SKILLS REQUIRED: * Bachelor's Degree or equivalent experience * 3-5 years Commercial Lending ...

Independent Bank

Commercial Lender II

Memphis, TN · On-site

Assists manager with credit underwriting, financial statement analysis, and preparing credit summaries.SKILLS REQUIRED: Bachelor's Degree or equivalent experience3-5 years Commercial Lending ...

Independent Bank

Collateral Clerk II

Memphis, TN · On-site

$14.50 - $18.50/hr

Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills

Independent Bank

Collateral Clerk II

Memphis, TN · On-site

$14.50 - $18.50/hr

Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills

Independent Bank

Collateral Clerk II

Memphis, TN · On-site

$14.50 - $18.50/hr

Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills

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Financial Advisor

Independent Bank

Memphis, TN • On-site

Full-time

Re-posted yesterday

Job description

Summary of responsibilities: As a financial advisor with Independent Bank, 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 act 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 books 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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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