Wealth Management Support Specialist — Onsite & Full-Time

ORNL Federal Credit Union; Morristown (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

ORNL Federal Credit Union is seeking a Wealth Management Support Specialist in Morristown, TN. The role provides administrative, operational, and member support for the Wealth Management program, assisting advisors with daily tasks and client interactions.

You will help manage client onboarding, account activity, and compliance with SEC/FINRA rules while contributing to growth initiatives across financial planning services. Strong communication and organizational skills are essential.

Qualifications

• Minimum 1 year of experience in banking, investment, or Wealth Management.
• Administrative or client service roles supporting financial advisors or wealth managers.
• Familiarity with financial planning software and portfolio management systems.
• Strong skills in customer service, scheduling, time management and relationship management.
• Microsoft Office Suite and CRM tools.
• Previous experience in financial services or administrative support preferred.

Responsibilities

• Support Wealth Advisors to manage their book of business, onboard new clients, and open accounts.
• Execute money movements, fee collections, and service-related functions for client accounts.
• Review member account activities daily for accuracy and reconciliation.
• Maintain CRM database and client records with up-to-date information.
• Coordinate client outreach and events to enhance engagement.
• Assist with member presentations and educational events under supervision.

Skills

Interpersonal skills

Customer service

Time management

Scheduling

Relationship management

Microsoft Office

Education

High School Diploma or GED

Associate or Bachelor in Finance/Business/Economics

TN Life and Health Insurance license exam within 12 months

Tools

Salesforce

Financial planning software

Job description

ORNL Federal Credit Union is seeking a Wealth Management Support Specialist in Morristown, TN. The role provides administrative, operational, and member support for the Wealth Management program, assisting advisors with daily tasks and client interactions.

You will help manage client onboarding, account activity, and compliance with SEC/FINRA rules while contributing to growth initiatives across financial planning services. Strong communication and organizational skills are essential.