Financial Advisor

Elevate Financial Planning and Wealth Management; Knoxville (TN); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid/Remote work option

Job summary

Elevate Financial Planning and Wealth Management in Knoxville seeks a driven financial advisor to grow with our team. You will deliver personalized investment solutions and help clients work toward long-term goals.

We provide extensive training to new advisors, support in building an independent practice, and a path to hybrid or remote work as you develop your skills.

Qualifications

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

Responsibilities

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

Skills

Interpersonal skills

Investment knowledge

Education

Bachelor's degree in Finance or related field

Job description

At Elevate Financial Planning and Wealth Management, a career as a financial advisor is a journey of professional growth and genuine impact. Our firm offers a unique space to develop not just as advisors, but as individuals dedicated to helping others navigate their financial landscapes. Emphasizing a collaborative approach, Elevate provides extensive training opportunities, fostering an environment where newcomers can gain the expertise needed to build and expand their own advisory practice.

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. Extensive training will be provided to ensure entry level advisors have the resources available for success.

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
• Excellent interpersonal skills

Employment Type

• Full-time
• Option for hybrid/remote as skills improve.