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Wealth Advisor & Financial Planning Specialist

Job in Clarksville, Montgomery County, Tennessee, 37040, USA
Listing for: ADP, Inc.
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

Fortera Federal Credit Union in Clarksville, TN, seeks a Full Time Financial Advisor to grow the Wealth Management business by building trust with members and offering investment products. You will counsel members on mutual funds, annuities, life insurance, and related services, while maintaining thorough client records and ensuring regulatory compliance.

The role emphasizes proactive client engagement, cross-referral opportunities, and community presence, with pay starting within the market

This role, Wealth Advisor & Financial Planning Specialist at ADP, Inc., could be your next move.

All applications are reviewed carefully by our team.

The position is based in Clarksville, TN, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 55.000 - 75.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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