Strategic Wealth Advisor for Affluent Clients

U.S. Bank; Knoxville (TN); Vor Ort; USD 60.000 - 100.000; Vollzeit

Benefits dieser Stelle

Flexible Benefits

Adoption Assistance

Fertility Solutions

Maternity/Paternity Leave

Healthcare (medical, dental, vision)

401(k) and Employer-funded Retirement Plan

Paid Vacation

Paid Holidays

Sick Leave

Short-term and Long-term Disability

Zusammenfassung

An established industry player is seeking a Wealth Management Advisor to join their dynamic team in Knoxville. In this role, you will engage with affluent clients to assess their financial needs and deliver tailored investment strategies. You'll benefit from a collaborative environment with strong leadership support and a rich product portfolio, empowering you to grow and succeed. This position offers an opportunity to make a significant impact on clients' financial futures while enjoying a comprehensive rewards program that supports your health and well-being. If you're passionate about financial services and eager to thrive in a supportive atmosphere, this role is perfect for you.

Qualifikationen

• Bachelor's degree or equivalent experience required.
• 3-5 years in financial sales, preferably with affluent clients.

Aufgaben

• Meet with affluent clients to assess investment needs and provide tailored solutions.
• Deliver investment strategies and facilitate portfolio management.

Kenntnisse

Financial Planning

Relationship Management

Sales Skills

Analytical Skills

Presentation Skills

Communication Skills

Ausbildung

Bachelor's Degree

Tools

MoneyGuidePro

Salesforce

Seismic

Jobbeschreibung

An established industry player is seeking a Wealth Management Advisor to join their dynamic team in Knoxville. In this role, you will engage with affluent clients to assess their financial needs and deliver tailored investment strategies. You'll benefit from a collaborative environment with strong leadership support and a rich product portfolio, empowering you to grow and succeed. This position offers an opportunity to make a significant impact on clients' financial futures while enjoying a comprehensive rewards program that supports your health and well-being. If you're passionate about financial services and eager to thrive in a supportive atmosphere, this role is perfect for you.