Financial Advisor

Elevate Financial Planning and Wealth Management; Chattanooga (TN); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Elevate Financial Planning and Wealth Management is seeking a Financial Advisor, Team Lead, in Chattanooga, TN. This full-time hybrid role involves providing comprehensive financial planning services to clients, ensuring accurate financial plans, and helping clients achieve their long-term financial goals through personalized investment solutions. The ideal candidate will possess strong financial planning knowledge and excellent communication skills.

Qualifications

• Strong knowledge of financial planning and retirement planning.
• Ability to work independently and as part of a team.

Responsibilities

• Provide comprehensive financial planning services, including wealth management and retirement planning.
• Deliver personalized investment solutions to clients.
• Assess financial needs and provide advice on investments.

Skills

Excellent communication

Interpersonal skills

Financial planning knowledge

Investment business understanding

Education

Bachelor's degree in Finance or related field

Job description

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Financial Advisor, Team Lead | Elevate Financial Planning and Wealth Management

Company Description

Elevate Financial Planning and Wealth Management is a comprehensive financial planning firm headquartered in St. Petersburg, FL. Our team takes a personalized approach to understanding clients' unique financial goals and provides value through a variety of financial services. We strive to develop long-term relationships with our clients and work with them every step of the way towards achieving their goals.

Role Description

This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing comprehensive financial planning services, including wealth management, retirement planning, investments, and financial planning. The role will be based in Chattanooga, TN, but some remote work is acceptable.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Personal Financial Advisors assess the financial needs of individuals and help them with decisions on investments such as stocks, bonds, tax laws, and insurance.

Qualifications

• Bachelor's degree in Finance or related field preferred
• Strong knowledge of financial planning, finance, and retirement planning
• Strong understanding of the investment business
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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