Top 18 Wealth manager Jobs in Knoxville Tn

Investment Consultant- Knoxville, TN
Fidelity Investments —Knoxville, TN
- Full-time
- Mid-level
- Office
- Communication skills
- Tuition reimbursement
Private Wealth Management Wealth Advisor
Regions —Knoxville, TN
- $127,339.52 - $197,030.00 a year
- Full-time
- 11+ years
- Office
- Finance
- Health savings account
- Health insurance
Wealth Management Trainee (TN)
Bankers Life —Knoxville, TN
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Trader
Savant Wealth Management —Knoxville, TN
- $60,000 - $78,000 a year
- Full-time
- Remote
- Research
- Mid-level
- Finance
- Health savings account
- AD&D insurance
Investment Consultant, Estate Planning Specialist
Morgan Stanley —Knoxville, TN
- Mid-level
- Office
- Travel
Financial Advisor
First Command Financial Services, Inc. —Knoxville, TN
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Wealth Management Client Sales Specialist
First Horizon Bank —Knoxville, TN
- Monday to Friday
- Microsoft Outlook
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor
Elevate Financial Planning and Wealth Management —Maryville, TN
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Advisor - Based in Maryville, TN
Northwestern Mutual —Knoxville, TN
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
8d
Financial Advisor
Northwestern Mutual —Knoxville, TN
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
8d
Private Wealth Management Relationship Specialist
Regions —Knoxville, TN
- $47,975.00 - $60,467.50 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Tax Manager - Private Wealth
PYA P C —Knoxville, TN
- Overtime
- CPA
- Research
- Office
Quick Apply

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Investment Consultant- Knoxville, TN
Fidelity Investments —Knoxville, TN
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Purpose of Your Role.
Financial Advisor
Regions —Knoxville, TN
Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at…
$43,888 - $150,000 a year
1d

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$120,000 - $170,000 a year
Quick Apply
13d

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wealth manager jobs near knoxville tn

Investment Consultant- Knoxville, TN

Fidelity Investments -
Knoxville, TN

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Job Details

Full-time

Benefits

Tuition reimbursement

Qualifications

Customer communication
Series 7
Portfolio management advisory services
Initial Contact (sales skills)
Financial goal setting advisory services
FINRA License
Experience practicing in the securities industry
Solution selling approach
Sales follow-up

Full Job Description

Job Description:

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

The Expertise We’re Looking For

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

The Skills You Bring

You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment

Note: Fidelity will not provide immigration sponsorship for this position.

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.

Please note this role requires in-person attendance in the assigned Branch location.

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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wealth manager jobs in knoxville tn

Investment Consultant- Knoxville, TN

Private Wealth Management Wealth Advisor

Wealth Management Trainee (TN)

Trader

Investment Consultant, Estate Planning Specialist

Financial Advisor

Wealth Management Client Sales Specialist

Financial Advisor

Financial Advisor - Based in Maryville, TN

Financial Advisor

Private Wealth Management Relationship Specialist

Tax Manager - Private Wealth

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