More jobs:
Financial Advisor
Job in
Knoxville, Knox County, Tennessee, 37955, USA
Listed on 2026-02-06
Listing for:
United Community
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Responsibilities
- Build Relationships: Connect with clients to understand their financial needs and goals.
- Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
- Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives.
- Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
- Stay Informed: Keep up with industry trends and regulations to offer the most current advice.
- Experience: At least 3 years in financial planning and investment management
- Experience with high net worth clients: is a plus
- Education: Bachelor s degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute)
- A Master s degree: is a bonus
- Required Skills: Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series
7) - Licenses: Applicable State Life and Annuity Insurance Licenses
- Skills: Strong analytical and problem-solving abilities
- Communication: Excellent communication and interpersonal skills
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