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Wealth Advisor: Personal Finance & Planning
Job in
Morristown, Hamblen County, Tennessee, 37815, USA
Listed on 2026-01-17
Listing for:
ORNL Federal Credit Union
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A regional financial institution is seeking a Wealth Advisor to develop personalized financial plans and investment strategies for clients. Candidates should have a Bachelor's degree and relevant experience in Wealth Management or Financial Advising along with strong communication skills. The position includes educating clients on investment options and monitoring portfolios to align with risk profiles. Join a dynamic team focused on client success, with a Final date to receive applications by January 28, 2026.
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