Financial Advisor

Elevate Financial Planning and Wealth Management; Chattanooga (TN); On-site; USD 50,000 - 80,000; Full time

Job summary

Elevate Financial Planning and Wealth Management seeks a candidate to deliver personalized investment solutions and help clients work toward long-term financial goals. The role includes creating financial plans and cross-checking details for accuracy.

You will collaborate with investment professionals, provide planning support, and participate in client relationship cultivation to ensure high-quality service.

Qualifications

• Bachelor's degree in Finance or related field is preferred.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• Strong understanding of the investment business