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Personal CFO: Wealth Planning & Investment Advisor

Job in Knoxville, Knox County, Tennessee, 37955, USA
Listing for: CogentBlue Wealth Advisors, LLC.
Full Time position
Listed on 2025-12-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Accounting & Finance, Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking an experienced Financial Advisor to provide tailored financial planning and investment services.

Your role will involve managing client relationships and developing financial plans. Candidates should have a CFP designation and a minimum of 3-5 years of relevant experience. The firm offers a supportive work environment and a comprehensive compensation package. Interested applicants should send their CV and cover letter to the specified email.
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