Top 6612 Food Processing Workers, All Other Jobs in Cleveland, TN

Financial Planning Assistant
Hughes Retirement Group —Cleveland, TN
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Office
- Administrative experience
- Paid time off
- Retirement plan
Quick Apply
23h
Weaver
Solmax Geosynthetics, LLC —Ringgold, GA
- $20.71 - $22.24 an hour
- Full-time
- Background check
- High school diploma or GED
- In-person
- Health savings account
- Disability insurance
Quick Apply
CDL Class B Dump Truck Driver
Bullins Trucking Company LLC —Charleston, TN
- $23 - $25 an hour
- Full-time
- CDL B
- Clean driving record
- CDL A
- Health insurance
- Dental insurance
Quick Apply
Certified Nursing Aide - Rotating 12-Hour Shifts
Tennessee State Veterans Homes Board —Cleveland, TN
- $17.08 - $23.12 an hour
- 12 hour shift
- Entry level
- Wellness program
- Disability insurance
Quick Apply
Behavior Technician
LIGHTHOUSE EMPLOYEES INC —Ooltewah, TN
- $18 - $22 an hour
- Full-time
- Background check
- Working with individuals with developmental disabilities
- Pass drug screening
- Paid holidays
- Disability insurance
Quick Apply
Restaurant Team Member
Panera —Cleveland, TN
- $10 - $18 an hour
- Part-time
- US work authorization
- 16+ years old
- Computer skills
- 401(k) matching
- Paid sick time
Quick Apply
9d
Stocker
Walmart —Cleveland, TN
- $14 - $27 an hour
- Part-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
DISHWASHER (FULL TIME)
Morrison Healthcare —Cleveland, TN
- $15 an hour
- Weekends as needed
- Background check
- Hospital
- Leadership
- Commuter assistance
- Disability insurance
Quick Apply
Cashier
Murphy USA —Cleveland, TN
- $11.25 - $11.75 an hour
- Part-time
- 18 years or older
- No experience needed
- Entry level
- Health insurance
- Dental insurance
6d
Food Champion
Taco Bell —Cleveland, TN
- $10 - $18 an hour
- Serving
- Quick service & fast food restaurant
- Guest services
Quick Apply
911 Dispatcher
MoxieIT —Chattanooga, TN
- $18 an hour
- Full-time
- Background check
- In-person
- Entry level
Quick Apply
2d
CNA / HHA / Caregiver ** $250 sign on Bonus**
FirstLight Home Care —Chattanooga, TN
- $16 - $17 an hour
- Part-time
- Serving
- Caregiving
- Adults
- Paid training
- Health insurance
Quick Apply
Cook
Morning Pointe Senior Living —Ooltewah, TN
- Full-time
- Hospitality
- Writing skills
- Basic math
- Paid holidays
- Disability insurance
Quick Apply
In Home Caregiver
New Hope In-Home Care —Cleveland, TN
- $13 - $14 an hour
- Part-time
- Background check
- Caregiving
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Recruiter
ManpowerGroup —Chattanooga, TN
- $45,000 - $50,000 a year
- Full-time
- Customer service
- High school diploma or GED
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Sanitation Technician 2nd shift
SK Food Group —Mc Donald, TN
- $18.00 - $18.50 an hour
- Full-time
- Office
- High school diploma or GED
- Warehouse
- Paid training
- Health savings account
Quick Apply
Caregiver/CNA
Senior Helpers —Chattanooga, TN
- $15 - $18 an hour
- Part-time
- Background check
- Caregiving
- Driver's License
- Paid training
- Mileage reimbursement
Quick Apply
Behavior Technician
Acorn Health —Cleveland, TN
- $19.50 an hour
- Full-time
- Background check
- Clinic
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Experienced Caregiver
AccentCare —Ooltewah, TN
- From $15 an hour
- Part-time
- Caregiving
- Driver's License
- Home Health
- Health insurance
- Dental insurance
Quick Apply
7d
Dishwasher
Applebee's Grill + Bar | QRC LLC —Cleveland, TN
- $14 - $16 an hour
- Part-time
- 18 years or older
- Casual dining restaurant
- Reliable transportation
- Health insurance
- Flexible schedule
Quick Apply

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Food Processing Workers, All Other jobs near Cleveland, TN

Financial Planning Assistant

Hughes Retirement Group
Cleveland, TN

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year
23 hours ago

Benefits

Paid time off
Retirement plan

Qualifications

Financial planning software
Microsoft Excel
Series 66
Financial analysis
Analysis skills
CRM system proficiency
Productivity software
Series 65
Analytical thinking

Full Job Description

Financial Planning AssistantJob Summary

Launch your career as a Financial Planning Assistant, where you will play a key role in supporting financial advisors and helping clients work toward their financial goals. In this collaborative role, you will assist with preparing financial plans, gathering and analyzing client information, maintaining accurate records, and ensuring a seamless client experience. Your attention to detail, organizational skills, and passion for financial planning will contribute to delivering exceptional service and supporting clients on their financial journey.

Responsibilities

Assist financial advisors in preparing comprehensive financial plans and recommendations based on client goals and financial data.
Gather, organize, and maintain client financial information, ensuring accuracy and completeness.
Utilize financial planning software to input data, generate reports, model scenarios, and prepare planning presentations.
Prepare paperwork for account openings, transfers, beneficiary updates, and other client service requests.
Schedule client meetings, prepare meeting materials, and document follow-up action items.
Maintain accurate client records and documentation in accordance with firm policies and regulatory requirements.
Monitor client accounts for administrative follow-up, outstanding requests, and required documentation.
Coordinate with custodians, insurance companies, and other financial institutions to facilitate client transactions and account servicing.
Support advisors with ongoing client reviews by updating financial information and preparing review reports.
Provide exceptional client service by responding to inquiries, assisting with routine requests, and ensuring timely communication.

Requirements

Previous experience in financial services, financial planning, banking, wealth management, or a related administrative role preferred.
Proficiency with financial planning and CRM software, as well as Microsoft Office Suite (especially Excel).
Strong organizational skills with exceptional attention to detail and accuracy.
Excellent written and verbal communication skills.
Analytical mindset with the ability to interpret financial information and prepare planning materials.
Ability to manage multiple priorities in a fast-paced environment while maintaining confidentiality.
Ability to work independently and collaboratively within a team.
Series 65, Series 66 is preferred, or willingness to obtain licensing, depending on role responsibilities.

If you are organized, detail-oriented, and passionate about helping clients achieve their financial goals through exceptional planning support, we'd love to have you join our team. As a Financial Planning Assistant, you'll be an integral part of delivering a high-quality client experience while supporting advisors in building lasting client relationships.

Pay: $50,000.00 - $70,000.00 per year

Benefits:

Paid time off
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

Food Processing Workers, All Other jobs in Cleveland, TN

Financial Planning Assistant

Weaver

CDL Class B Dump Truck Driver

Certified Nursing Aide - Rotating 12-Hour Shifts

Behavior Technician

Restaurant Team Member

Stocker

DISHWASHER (FULL TIME)

Cashier

Food Champion

911 Dispatcher

CNA / HHA / Caregiver $250 sign on Bonus

Cook

In Home Caregiver

Recruiter

Sanitation Technician 2nd shift

Caregiver/CNA

Behavior Technician

Experienced Caregiver

Dishwasher

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