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Wealth Advisor: Custom Financial Plans for Growth
Job in
Morristown, Hamblen County, Tennessee, 37815, USA
Listed on 2026-08-22
Listing for:
ORNL Federal Credit Union
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
ORNL Federal Credit Union's Morristown East Branch is seeking a Wealth Advisor to develop personalized financial plans and investment recommendations for clients. The role uses broad knowledge of investment products to educate clients on options and create retirement and education-savings scenarios.
You will monitor client portfolios, stay informed on economic trends, and ensure compliance with firm policies while seeking up-sell opportunities.
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