Financial Advisor
Finance Consultant Job 22 miles from Collierville
We are looking for Experienced Advisors to join our Team at Southern Financial Group!
You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.
Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:
Our open architecture platform for client solutions
Our competitive payouts
Our practice building support
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today!
When joining Prudential Advisors, we offer
Pension Enhancement for Top Financial Professionals
Prudential Employee Savings Plan (PESP) - 401(k)
Cash Balance Pension Plan
Medical, Dental, and Vision benefits
Robust compensation packages
Transition support
Practice Building programs
Access to Prudential clients
Licensed Financial Advisor
Finance Consultant Job 22 miles from Collierville
Title: Licensed Service Advisor
Salary: $70K+ base salary +commissions
Direct Hire
Permanent
Here the Licensed Service Advisor (LSA) plays a key role in delivering exceptional client experiences by managing relationships, conducting financial analysis, and preparing investment recommendations-all without prospecting, as we serve 1,000+ clients with steady growth. With uncapped commissions and a collaborative, integrity-driven culture, we prioritize professional growth, client-first service, and teamwork. If you're looking for a career where you can make an impact and thrive, we've got the place for you!
Key Functions:
Conduct portfolio risk analysis, assess market conditions, and formulate investment recommendations in alignment with clients' financial goals.
Collaborate with the Lead Advisor to develop and implement customized financial plans.
Serve as the primary point of contact for assigned clients, ensuring exceptional service and proactive communication.
Identify opportunities to consolidate client assets and improve portfolio strategies.
Qualifications:
2-5 years of experience in the financial services industry, with client-facing responsibilities.
Active state health/life insurance and Series 65 or 66 licensure (or willingness to obtain)
Associate Financial Advisor
Finance Consultant Job 22 miles from Collierville
Kelman-Lazarov is seeking candidates interested in serving as an Associate Financial Advisor/Financial Planner. In this role, you will work directly with our clients to assist them with their wealth management and financial planning needs as part of our Client Service Team. This position is responsible for servicing new and existing clients while supporting Lead and Service Advisors in managing client relationships. This includes data gathering, case design, and financial plan development/implementation. The main difference from a Service Advisor is that Service will be expected to own the relationship and administer financial recommendations, while the Associate Advisor will assist with logistics and administration. Associate Advisors can become candidates to grow into Service Advisors if they are interested in doing so and Kelman-Lazarov has a need for one. This position will also be expected to work with, supervise, and collaborate with other staff in client service delivery.
Responsibilities -
Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
Client relationship development and management, including ongoing and regular client meetings and communications.
Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification.
Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately.
Participate in client meetings; develop meeting notes, coordinate follow-up tasks and discussions with outside professionals.
Data gathering and preparing drafts of comprehensive financial plans.
Perform special request analyses for clients.
Initiate and field client calls on various items and requests (e.g., money movements, account specific questions, general inquiries regarding portfolios).
Provide support to Lead Advisors in managing client relationships.
Provide timely and proactive follow-up for client and Lead Advisor needs.
Work closely with Client Service Administrators (CSA) to ensure account processing and maintenance requests are handled accurately and efficiently.
Stay familiar with current events and market factors.
Assist with special projects as required.
Qualifications -
College graduate (4-year degree or equivalent). Preferably in Finance, Accounting, or Economics.
Experience in a client service role in the investment management or financial advisory industry is desirable.
Series 65 (or equivalent) or ability to obtain within 90 days of hire date.
CFP , CPA or another similar designation, or ability to obtain within an established timeframe is desirable.
Knowledge of investment management and asset allocation is expected.
Demonstrated ability to develop and manage plans and client relationships.
Solid strategic thinker, creative problem solver and competent decision maker.
Flexible team player that demonstrates strong attention to detail as well as strong organizational and analytical skills.
Focused on collaboration and working with members throughout the firm to identify best practices and share knowledge that improves the experience for all clients.
Possesses a passion to help new and existing clients. Enjoys business outreach efforts.
Continuously exhibits personal integrity and professional initiative.
Excellent written and verbal communication skills.
Strong ability to multi-task efficiently and work independently with minimal required supervision.
Demonstrated ability to work successfully in an entrepreneurial, small business environment.
Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software.
Pay and Benefits - Competitive salary plus bonus program with potential for career advancement. Competitive benefits package including 401(k) retirement plan with employer matching, company-paid health insurance, and H.S.A. Paid professional dues and professional development budget. Vacation and paid leave programs.
Financial Advisor
Finance Consultant Job 19 miles from Collierville
Imagine stepping into appointments every day-pre-scheduled, pre-qualified, and ready for your expertise. No cold calls, no chasing leads-just your chance to shine, guiding middle-class families toward secure retirements.
You're a closer. You thrive on connecting deeply, guiding clients confidently toward decisions, and delivering tailored financial plans. You want more than a job; you want a path to leadership, unlimited earning potential, and meaningful work that truly changes lives.
At Bobby Brock Insurance & Justin Brock Insurance, you'll leverage an established local brand and an existing client base eager for solutions. Your days will focus on:
Meeting pre-scheduled prospects and converting them into long-term clients
Presenting clear, conservative financial solutions using fixed-indexed annuities and managed money (AUM)
Working in a proven system with full marketing support-so you can do what you do best: close business
You're perfect for this role if you have:
2+ years successfully closing financial planning or advisory business
Series 65 license (or willingness to obtain quickly)
A clear understanding of annuities and fee-based advisory solutions
Strong communication and consultative sales skills
Bonus points if you:
Hold a Life & Health Insurance License
Want long-term growth and leadership opportunities in a rapidly scaling firm
This isn't just your next job; it's your career-defining moment with a firm rapidly expanding toward $1 billion in revenue. With a guaranteed salary plus substantial commissions, your first-year goal is realistic and rewarding: $10-$20m in new client assets, and consistent growth from there. Opportunities like this rarely come around twice. Don't risk missing your chance to build the career you've dreamed of. Apply today to learn more.
Financial Analyst
Finance Consultant Job 19 miles from Collierville
Qualifications:
Education: Bachelor's degree in Finance, Accounting, Business Administration, or related field. Advanced certifications such as CFA, CPA, or MBA preferred.
Experience:
Minimum of 3-5 years of experience as a financial analyst, preferably within the aerospace or engineering sectors.
Strong understanding of project-based financial management, cost accounting, and auditing processes.
Experience with financial software and tools (ERP systems, advanced Excel skills, etc.).
Skills:
Analytical mindset with the ability to interpret complex financial data.
Strong communication skills to effectively present financial findings to senior leadership.
Detail-oriented and highly organized, with the ability to handle multiple tasks and deadlines.
Strong understanding of aerospace industry financial practices and government contracting (if applicable).
Personal Attributes:
Proactive and self-motivated with a strong desire for continuous learning.
Collaborative team player with excellent interpersonal skills.
High ethical standards and a commitment to maintaining confidentiality.
Treasury Analyst
Finance Consultant Job 19 miles from Collierville
Service Specialists recruiting agency is seeking a Treasury Analyst for a successful corporation headquartered in Ridgeland. This individual is responsible for monitoring and optimizing the company's cash flow, forecasting liquidity needs, managing financial risks, and supporting banking relationships. This role works closely with the finance and accounting teams to ensure efficient treasury operations and compliance with financial regulations.
ESSENTIAL FUNCTIONS:
Monitor cash position, forecast short-term and long-term cash flows, and ensure liquidity to meet operational needs
Maintain up-to-date documentation of banking relationships, authorized signers, approval authorities and Know Your Customer (KYC) compliance
Manage loan notices, rollover schedules and ensure timely interest and principal payments
Review and approve decision items for payment, ensuring timely and accurate execution.
Maintain accurate records of ACH instructions to facilitate efficient and secure payment processing.
Work closely with the company's interest rate advisor to analyze cash needs and market conditions to recommend the optimal interest rate setting for debt tranches
Monitor the financial strength of partner banks, assessing potential risks to the organization and recommending mitigation strategies as needed.
Perform additional duties as assigned.
EDUCATION/EXPERIENCE REQUIRED:
Bachelor's degree in finance, Accounting, or a related field is required.
MBA or CPA preferred.
At least two years of experience in treasury, corporate finance, or banking.
Strong analytical and problem-solving skills, along with excellent verbal and written communication abilities, are essential.
Proficiency in financial modeling, cash forecasting, and treasury management.
Ability to work effectively within a team environment.
For purposes of confidentiality, you can apply be sending your resume to ********************************.
Medicaid Cost Allocation Plan (CAP) Consultant
Finance Consultant Job 19 miles from Collierville
Required Skills/Experience:
The successful resource will have five or more years of experience in the following area:
Experience in Medicaid Cost Allocation Plan (CAP) methodologies.
Experience in application of Medicaid Cost Allocation Plan (CAP) methodologies. Experience in federal administrative cost claiming.
Demonstrate experience in and knowledge of federal regulations, including, but not limited to:
- 2 CFR 200 Uniform Administrative Requirements
- Cost Principles
- Audit Requirements for Federal Awards.
Experience in updating AlloCAP software configurations and settings.
Financial Advisor
Finance Consultant Job 22 miles from Collierville
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
We hire experienced professionals who understand the industry and provide effective advice.
We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
PRIMARY RESPONSIBILITIES:
Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
Approve loans under approved authority limits.
Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
Participate in developmental and training activities as well as projects as directed by management.
Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
Assist other team members as needed to ensure delivery of distinctive service.
Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
College degree is preferred - finance or business-related field.
10 years' experience in banking/financial services.
Knowledge of consumer and commercial banking products.
Strong knowledge base relative to consumer and commercial loan documents.
Knowledge of compliance and federal banking regulations.
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
Excellent interpersonal skills, including verbal and written communication skills.
Effective analytical and mathematical reasoning skills with a strong attention to detail.
Ability to work independently and prioritize daily tasks.
Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
Flexibility and ability to multi-task.
Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 06.09.2015
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
Financial Consultant
Finance Consultant Job 22 miles from Collierville
At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people.
* We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline.
* We hire experienced professionals who understand the industry and provide effective advice.
* We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing of investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance.
PRIMARY RESPONSIBILITIES:
* Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
* Balance new client development, sales activities, investment management, client service and compliance with a personal and professional attitude.
* Meet production targets that impact overall company revenue goals.
* Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
* Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
* Recommend investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
* Seek expertise of internal resources to identify investment opportunities and solutions for clients.
* Open, transfer and close client accounts and maintain appropriate account records.
* Monitor the client's portfolio and make recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, taking newly offered investments into consideration.
* Obtain and verify the client's purchase and sale instructions, enters orders, and follows up on completion of transactions.
* Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
* Explain the organization, participant, and function of various securities markets and the principal factors that affect them.
* Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
* Assist other team members as needed to ensure delivery of distinctive service.
* Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
* High School Diploma or Equivalent - College degree is preferred.
* Minimum of 10 years' experience in financial services industry preferably in Asset Management.
* Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
* Effective and proven sales experience.
* Series 7 and Series 63/65, or Series 66.
* Knowledge of Asset Management products, policies, and procedures.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
* Effective sales, negotiation, problem-solving, and interpersonal skills.
* Excellent verbal and written communication skills.
* Excellent organizational skills and attention to detail.
* Ability to work independently and prioritize daily tasks.
* Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
* The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 09.02.2021
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
Financial Advisor
Finance Consultant Job 22 miles from Collierville
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relati
Merrill Financial Solutions Advisor - Memphis Little Rock Market
Finance Consultant Job 22 miles from Collierville
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
**The Advisor Development Program (ADP) Journey:**
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
**We'll help you:**
+ Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
+ Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
**As a Merrill FSA, you can look forward to:**
+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
+ Marketing strategies to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
+ Potential Opportunities for professional growth.
+ Leadership opportunities, including leading client and conference seminars
**We're a culture that:**
+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
**Required Qualifications:**
+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**
+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Self-starter who efficiently manages time and capacity
+ Sets and accomplishes goals, achieving whatever you put your mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Proven ability to partner and promote lead generation
+ Experience balancing investment management, sales activities, and new client development
+ Strong computer skills and the ability to multitask in a demanding environment
+ Bachelor's degree, preferably in business-related field
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Client Investments Management
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Advisory
+ Business Development
+ Fraud Management
+ Pipeline Management
+ Portfolio Management
+ Client Experience Branding
+ Issue Management
+ Prospecting
+ Referral Identification
+ Sales Performance Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
FHNF FINANCIAL PORTFOLIO ADVISORS - FINANCIAL ANALYST
Finance Consultant Job 22 miles from Collierville
FHN Financial Portfolio Advisors is the leading provider of fee-based investment management services for depository institutions (i.e. banks and credit unions). In support of our investment management activities, we are seeking a Financial Analyst to provide asset/liability modeling and analytical support.
This person will work with data supplied by our clients to produce financial forecasts and interest rate risk analyses. The Financial Analyst will evaluate the accuracy and integrity of data through reconciliation with general ledger information and other financial reports. This person will also help interpret model output and verify the reasonableness of results. The position entails close interaction with analysts and portfolio managers as well as direct communication with clients.
Requirements:
* Undergraduate degree in a business-related discipline such as accounting, finance, economics or statistics. Candidates with a degree in a non-business major or equivalent experience who have a strong skill set suited for this position will also be considered and are encouraged to apply.
* Highly proficient in Excel, PowerPoint and Word.
* Strong communication and problem-solving skills and ability to accomplish goals with limited supervision.
* Excellent interpersonal skills and ability to work in a fast-paced team-oriented environment.
Monday - Friday
7:30-4:30
About Us
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Local to Memphis TN_Financial Analyst(healthcare exp preferred)_W2 only
Finance Consultant Job 22 miles from Collierville
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Memphis TN.
Qualifications
Provides financial analytical support to the Financial Management team for the budgeting and forecasting processes, as well as reporting actual financial results on a monthly basis. Advises on strategic decisions and formulates business strategies. Offers professional judgment on financial matters and advises on ways to improve business performance. Processes monthly transactions to the general ledger. Supports activities relating to internal corporate accounting and finance systems. Ensures compliance with accounting standards and internal policies.
Years of Experience 5-7.
Technical skills to write and create reporting as needed utilizing Microsoft Access, SQL, etc...
Additional Information
In person interview is required for this position.
Financial Advisor
Finance Consultant Job 19 miles from Collierville
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.
Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience.
Together, we help you achieve your goals through:Our open architecture platform for client solutions Our competitive payouts Our practice building support We know that making a move is a big decision.
We support you by offering financial packages designed to make your transition to Prudential as smooth as possible.
Let's have a confidential conversation today! When joining Prudential Advisors, we offer Pension Enhancement for Top Financial ProfessionalsPrudential Employee Savings Plan (PESP) - 401(k) Cash Balance Pension PlanMedical, Dental, and Vision benefits Robust compensation packages Transition support Practice Building programs Access to Prudential clients
Financial Advisor
Finance Consultant Job 22 miles from Collierville
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
* We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
* We hire experienced professionals who understand the industry and provide effective advice.
* We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
PRIMARY RESPONSIBILITIES:
* Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
* Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
* Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
* Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
* Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
* Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
* Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
* Approve loans under approved authority limits.
* Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
* Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
* Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
* Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
* Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
* Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
* Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
* Participate in developmental and training activities as well as projects as directed by management.
* Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
* Assist other team members as needed to ensure delivery of distinctive service.
* Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
* College degree is preferred - finance or business-related field.
* 10 years' experience in banking/financial services.
* Knowledge of consumer and commercial banking products.
* Strong knowledge base relative to consumer and commercial loan documents.
* Knowledge of compliance and federal banking regulations.
* Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
* Excellent interpersonal skills, including verbal and written communication skills.
* Effective analytical and mathematical reasoning skills with a strong attention to detail.
* Ability to work independently and prioritize daily tasks.
* Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
* Flexibility and ability to multi-task.
* Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
* The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 06.09.2015
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
Merrill Financial Solutions Advisor - Memphis Little Rock Market
Finance Consultant Job 22 miles from Collierville
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
* Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
* Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
* Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
* Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
* Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
The Advisor Development Program (ADP) Journey:
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
We'll help you:
* Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
* Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
* Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
* Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to:
* A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
* Marketing strategies to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
* Potential Opportunities for professional growth.
* Leadership opportunities, including leading client and conference seminars
We're a culture that:
* Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
* Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
* Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
* Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
* Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
* Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
* Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
* Self-starter who efficiently manages time and capacity
* Sets and accomplishes goals, achieving whatever you put your mind to
* Builds and nurtures strong relationships
* Collaborates effectively with others to get things done
* Communicates effectively and confidently and is comfortable engaging all clients
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
* Likes to learn, adapts to new information and seeks the right solutions for clients
* Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Desired Qualifications:
* Proven ability to partner and promote lead generation
* Experience balancing investment management, sales activities, and new client development
* Strong computer skills and the ability to multitask in a demanding environment
* Bachelor's degree, preferably in business-related field
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
* Obtained insurance licenses
Skills:
* Account Management
* Client Investments Management
* Client Management
* Client Solutions Advisory
* Relationship Building
* Advisory
* Business Development
* Fraud Management
* Pipeline Management
* Portfolio Management
* Client Experience Branding
* Issue Management
* Prospecting
* Referral Identification
* Sales Performance Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Fhnf Financial Portfolio Advisors - Financial Analyst
Finance Consultant Job 22 miles from Collierville
FHN Financial Portfolio Advisors is the leading provider of fee-based investment management services for depository institutions (i.e. banks and credit unions). In support of our investment management activities, we are seeking a Financial Analyst to provide asset/liability modeling and analytical support.
This person will work with data supplied by our clients to produce financial forecasts and interest rate risk analyses. The Financial Analyst will evaluate the accuracy and integrity of data through reconciliation with general ledger information and other financial reports. This person will also help interpret model output and verify the reasonableness of results. The position entails close interaction with analysts and portfolio managers as well as direct communication with clients.
Requirements:
Undergraduate degree in a business-related discipline such as accounting, finance, economics or statistics. Candidates with a degree in a non-business major or equivalent experience who have a strong skill set suited for this position will also be considered and are encouraged to apply.
Highly proficient in Excel, PowerPoint and Word.
Strong communication and problem-solving skills and ability to accomplish goals with limited supervision.
Excellent interpersonal skills and ability to work in a fast-paced team-oriented environment.
Monday - Friday
7:30-4:30
About Us
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Airwatch MDM Consultant
Finance Consultant Job In Collierville, TN
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective-C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and Jquery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance-driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
- Good experience of supporting Airwatch MDM with Exchange 2010
- Extensive knowledge of Airwatch Mobile access gateway (relay and endpoint), Secure email gateway, Airwatch cloud connector (ACC) and Airwatch Tunnel
- Experience of troubleshooting Airwatch routing issues with Airwatch on-premise servers, cloud Device service and exchange CAS servers
- Extensive experience of Airwatch enterprise groups, secure content locker, compliance policies, smart groups and per-app VPN
- Experience of troubleshooting Airwatch agent, browser, inbox and secure content locker issues on iOS and Android devices.
Additional Information
Thanks and Regards,
Ankur Bhatia
FHNF FINANCIAL PORTFOLIO ADVISORS - FINANCIAL ANALYST
Finance Consultant Job 22 miles from Collierville
FHN Financial Portfolio Advisors is the leading provider of fee-based investment management services for depository institutions (i.e. banks and credit unions). In support of our investment management activities, we are seeking a Financial Analyst to provide asset/liability modeling and analytical support.
This person will work with data supplied by our clients to produce financial forecasts and interest rate risk analyses. The Financial Analyst will evaluate the accuracy and integrity of data through reconciliation with general ledger information and other financial reports. This person will also help interpret model output and verify the reasonableness of results. The position entails close interaction with analysts and portfolio managers as well as direct communication with clients.
**Requirements:**
+ Undergraduate degree in a business-related discipline such as accounting, finance, economics or statistics. Candidates with a degree in a non-business major or equivalent experience who have a strong skill set suited for this position will also be considered and are encouraged to apply.
+ Highly proficient in Excel, PowerPoint and Word.
+ Strong communication and problem-solving skills and ability to accomplish goals with limited supervision.
+ Excellent interpersonal skills and ability to work in a fast-paced team-oriented environment.
Monday - Friday
7:30-4:30
**About Us**
**First Horizon Corp. (NYSE: FHN)** , with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Corporate Diversity Commitment:**
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Airwatch MDM Consultant
Finance Consultant Job In Collierville, TN
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective-C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and Jquery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance-driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
- Good experience of supporting Airwatch MDM with Exchange 2010
- Extensive knowledge of Airwatch Mobile access gateway (relay and endpoint), Secure email gateway, Airwatch cloud connector (ACC) and Airwatch Tunnel
- Experience of troubleshooting Airwatch routing issues with Airwatch on-premise servers, cloud Device service and exchange CAS servers
- Extensive experience of Airwatch enterprise groups, secure content locker, compliance policies, smart groups and per-app VPN
- Experience of troubleshooting Airwatch agent, browser, inbox and secure content locker issues on iOS and Android devices.
Additional Information
Thanks and Regards,
Ankur Bhatia