Portfolio Advisor – Wealth & Investment Strategy

A financial institution is seeking a skilled Financial Consultant to build and manage client investment portfolios. The role involves delivering distinctive service, meeting production targets, and providing effective financial advice aligned with client objectives. Candidates should possess at least 10 years of experience in financial services, preferably in asset management, along with necessary industry licenses. Strong interpersonal skills and proficiency in Microsoft Office are essential.

This position is exempt and based in Murfreesboro, Tennessee.
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