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Entrepreneurial Wealth Advisor & Managing Partner

Job in Chattanooga, Hamilton County, Tennessee, 37450, USA
Listing for: Elevate Financial Planning and Wealth Management
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial planning firm in Chattanooga, TN, is seeking a Private Wealth Advisor & Managing Partner to provide comprehensive financial planning services in a hybrid work setting. The ideal candidate should possess a bachelor's degree in finance and demonstrate strong investment literacy along with excellent interpersonal skills. Responsibilities include client growth through sales, preparing financial plans, and cultivating relationships with clients.

This entrepreneurial role allows for personal book-building and client prospecting.
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