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Wealth Advisor: Build Client Wealth & Relationships

Job in Clarksville, Montgomery County, Tennessee, 37040, USA
Listing for: Fortera Credit Union
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Sales, Financial Advisor / Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Fortera Federal Credit Union is seeking a Financial Advisor for its Wealth Management team to counsel members on investments and financial products, including mutual funds and insurance, while maintaining compliant practices.

The role emphasizes building trusted relationships, cross-selling credit union products, and delivering exceptional member service in a dynamic financial services environment.

Consider building your career as a Wealth Advisor:
Build Client Wealth & Relationships at Fortera Credit Union.

This is a genuine opportunity to take on the Wealth Advisor:
Build Client Wealth & Relationships role at Fortera Credit Union.

As a Wealth Advisor:
Build Client Wealth & Relationships, you will play an important part at Fortera Credit Union in Clarksville, TN, United States.

We invite applications for the Wealth Advisor:
Build Client Wealth & Relationships position located in Clarksville, TN, United States.

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