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Financial Planning Associate — Client-Focused Wealth 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
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Knoxville is seeking an Associate Financial Advisor. This role supports Financial Advisors by conducting data analysis, preparing for client meetings, and assisting with portfolio management. Candidates should have a Bachelor's degree, be committed to obtaining their CFP® designation, and possess strong communication skills. The firm values teamwork and provides a supportive environment with opportunities for personal and professional growth.
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Position Requirements
10+ Years work experience
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