ob description
Company Description
Elevate Financial Planning and Wealth Management is a comprehensive financial planning firm based in Chattanooga, TN. Our team takes a personalized approach to understanding clients’ unique financial goals and provides value through a variety of financial services. We strive to develop long-term relationships with our clients and work with them every step of the way towards achieving their goals.
Job description
This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing comprehensive financial planning services, including wealth management, retirement planning, investments, and financial planning. The role will be based in Chattanooga, TN but some remote work is acceptable.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Personal Financial Advisors assess the financial needs of individuals and help them with decisions on investments such as stocks, bonds, tax laws, and insurance.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Support clients with short-term and long-term financial goals
- Offer strategic advice on various financial products and develop personalized financial plans
Qualifications
- Bachelor’s degree in Finance or related field preferred
- Strong knowledge of financial planning, finance, and retirement planning
- Strong understanding of the investment business
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Are you ready to pursue your financial advising career? Do you want to rapidly develop in your career and be apart of a team that has the best interest in YOU? If yes, then this is an ideal opportunity for you. Apply today and we will be in touch with you shortly!
Elevate is an Equal Opportunity Employer and welcomes all to apply.