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Strategic Financial Planning & Client Advisor

Job in Memphis, Shelby County, Tennessee, 37544, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services company in Memphis is seeking a skilled Financial Planning Consultant. This role involves analyzing and evaluating client needs to develop tailored financial strategies. The ideal candidate will be responsible for building relationships with clients, advising on investment opportunities, and ensuring compliance with regulations. Strong communication and data analysis skills are essential for success. Join a firm dedicated to helping clients achieve their financial goals and gain valuable experience in a dynamic environment.
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