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Financial Advisor / Consultant

Senior Wealth & Estate Planning Strategist

Job in Knoxville, Knox County, Tennessee, 37955, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
Power To Fly  in Knoxville, Tennessee is seeking an Estate Planning Specialist responsible for providing customized wealth planning strategies. The role includes client engagement on cash flow modeling, tax planning, and business succession strategies. Candidates should possess an advanced degree focused on estate planning, along with relevant financial services credentials like Series 7 and 63 or Series 66. Excellent communication skills and a proactive approach are essential for success in this role.
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Position Requirements
10+ Years work experience
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