Top 9767 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
Customer Success Liaison
Nsight Health —Cleveland, TN
- $60,000 - $65,000 a year
- Full-time
- Sales
- English
- Clinic experience
- Dental insurance
- Paid time off
13d
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
CDI Specialist (Clinical Documentation Improvement) - AI Trainer
DataAnnotation —Tennessee
- From $20 an hour
- Overtime
- Remote
- Medicine
- Writing skills
- English
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
911 Dispatcher
MoxieIT —Chattanooga, TN
- $18 an hour
- Full-time
- Background check
- In-person
- Entry level
Quick Apply
2d
LeafGuard Account Representative
Real People Solutions —Cleveland, TN
- $50,000 - $60,000 a year
- Full-time
- Residential
- In-person
- Entry level
- Employee assistance program
- Employee discount
Quick Apply
9d
Accounts Receivable
CG Roxane —Cleveland, TN
- From $19 an hour
- Extended hours
- Background check
- Microsoft Excel
- Customer service
- Paid training
- AD&D insurance
Quick Apply
Part-time Substitute Teacher - Cleveland, TX
Kokua Education —Cleveland, TN
- $129 - $144 a day
- Choose your own hours
- School experience
- Classroom
- School
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3d
Shipping/Receiving/Inventory Coordinator
Hasko Industries —Soddy-Daisy, TN
- $22 - $25 an hour
- Full-time
- Carpentry
- Microsoft Word
- Background check
- Profit sharing
- Health savings account
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
Vending assistant technician
Friendly Vending —Chattanooga, TN
- From $15 an hour
- Part-time
- Background check
- Driver's License
- Warehouse
- Paid training
- On-the-job training
Quick Apply
6d
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
Bookkeeper & Customer Support
SEAiq Pilot —Chattanooga, TN
- $40 - $60 an hour
- Part-time
- Google Workspace
- Customer service
- Writing skills
- Flexible schedule
Quick Apply
4d
Behavior Technician
Acorn Health —Cleveland, TN
- $19.50 an hour
- Full-time
- Background check
- Clinic
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Teller
SouthEast Bank —Cleveland, TN
- Full-time
- High school diploma or GED
- Computer skills
- Entry level
Team Member
Tractor Supply Company —Cleveland, TN
- Overtime
- 18 years or older
- Computer literacy
- No experience needed
- Paid parental leave
- Disability insurance
3d
Stocker
Walmart —Cleveland, TN
- $14 - $27 an hour
- Part-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Personal Shopper (In-Store)
Walmart —Cleveland, TN
- $14 - $27 an hour
- Part-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Warehouse Team Member - Cleveland
Tindells, Inc. —Cleveland, TN
- From $16 an hour
- Full-time
- Forklift
- Warehouse
- Outdoor work
- Paid holidays
- Disability insurance
Quick Apply

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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

jobs in cleveland, tn

Financial Planning Assistant

Customer Success Liaison

Weaver

CDI Specialist (Clinical Documentation Improvement) - AI Trainer

Behavior Technician

911 Dispatcher

LeafGuard Account Representative

Accounts Receivable

Part-time Substitute Teacher - Cleveland, TX

Shipping/Receiving/Inventory Coordinator

In Home Caregiver

Vending assistant technician

Sanitation Technician 2nd shift

Bookkeeper & Customer Support

Behavior Technician

Teller

Team Member

Stocker

Personal Shopper (In-Store)

Warehouse Team Member - Cleveland

I want to receive the latest job alert for jobs in cleveland, tn

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