Junior Financial Consultant: Holistic Wealth

Tristate Financial Advisors; Nashville (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

Tristate Financial Advisors seeks a Junior Financial Consultant for our Nashville & Chattanooga, TN offices. This on-site, full-time role involves assisting with financial planning, providing investment advice, supporting retirement planning, and analyzing data to craft personalized strategies for clients.

You will collaborate with clients to assess goals and address immediate and long-term needs while maintaining ongoing communication and updates as plans evolve.

Qualifications

• Proficiency in financial planning and retirement planning.
• Knowledge of investments and core finance principles.
• Strong analytical skills to interpret financial data.
• Excellent interpersonal and communication abilities.
• Bachelor's degree in finance, economics, accounting, or business.
• CFP certification is an advantage and willingness to obtain.
• Detail-oriented and collaborative on-site work.

Responsibilities

• Assist with financial planning and provide investment advice.
• Support retirement planning for clients.
• Analyze financial data to create personalized strategies.
• Maintain regular communication with clients and provide updates.

Skills

Financial planning

Retirement planning

Investments

Analytical skills

Interpersonal skills

Education

Bachelor's degree in Finance/Economics/Accounting/Business

Job description

Tristate Financial Advisors seeks a Junior Financial Consultant for our Nashville & Chattanooga, TN offices. This on-site, full-time role involves assisting with financial planning, providing investment advice, supporting retirement planning, and analyzing data to craft personalized strategies for clients.

You will collaborate with clients to assess goals and address immediate and long-term needs while maintaining ongoing communication and updates as plans evolve.