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Wealth Advisor: Personal Financial Planning
Job in
Morristown, Hamblen County, Tennessee, 37815, USA
Listed on 2026-01-24
Listing for:
ORNL Federal Credit Union Inc.
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A regional financial institution is seeking a Wealth Advisor in Morristown, TN, to develop individualized financial plans and recommendations that minimize risks and grow wealth. The role requires strong knowledge of investment products and financial planning, with at least two years of relevant experience. Key responsibilities include educating clients, creating planning scenarios, and monitoring portfolios. A Bachelor’s degree in business or a related field along with specific licenses are required.
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