Investment Planning 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

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.