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Financial Advisor Financial Consultant Wealth Management

Portfolio Advisor – Wealth & Investment Strategy

Job in Chattanooga, Hamilton County, Tennessee, 37450, USA
Listing for: Pinnacle Bank
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A prominent financial services firm in Chattanooga seeks a Financial Consultant to manage investment portfolios and provide effective financial advice to clients. The ideal candidate should have at least 10 years of experience in the financial services industry, preferably in asset management. Responsibilities include client service, balancing development and compliance, and meeting production targets. Required competencies include excellent client service, sales experience, and proficiency in Microsoft Office.

A supportive firm culture and commitment to client satisfaction are emphasized.
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