Senior Financial Advisor

Location
Memphis, Tennessee
Salary
Salaried position commensurate with experience.
Posted
Jan 21, 2021
Closes
Mar 22, 2021
Employment Type
Full Time
Education
Masters

Telarray is a fast growing, dynamic fee-only financial planning and investment management firm who is adding an experienced Senior Advisor to our team. Telarray offers a comprehensive benefits package, as well as a path to equity partner for this position.

Our ideal candidate will possess the following qualities:

  • CERTIFIED FINANCIAL PLANNER™ designation and/or CFA Charterholder.
  • Strong desire to join a fee-only financial planning team with a passion for helping clients of the firm reach their financial goals.
  • Ability to articulate/demonstrate strong communication skills and aptitude in a team atmosphere.
  • Required 7 years of applicable industry experience, including:
    • Writing and presenting comprehensive financial plans one-on-one with clients.
    • Building long-term client relationships with clients.
    • Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning.
    • Analyzing and presenting investment portfolios to clients.
    • Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter.
    • Preparing and delivering presentations to organizations for business development and educational purposes.


**** Salaried position commensurate with experience. Must pass a criminal background check and a credit check.

If this sounds like the opportunity for you, please send resume and cover letter to rpaessler@telarrayadvisors.com. We look forward to hearing from you.

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