Top 91 Wealth client Jobs in Oak Ridge, Tn

Investment Consultant- Knoxville, TN
Fidelity Investments —Knoxville, TN
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Plumbing Service Tech (Commission) - 3+ Years Experience Required
Tennessee Standard Plumbing —Knoxville, TN
- $80,000 - $120,000 a year
- Full-time
- Customer service
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
8d
Portfolio Manager
Skillcloud HCM —Knoxville, TN
- $89,000 - $135,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Employee stock ownership plan
Quick Apply
Investment Adviser Representative
Wuest IFS —Knoxville, TN
- $42,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Life insurance
Quick Apply
Customer Experience Supervisor
First Horizon Bank —Knoxville, TN
- Full-time
- Mid-level
- Bachelor's degree
- Mentoring
- Wellness program
- Health savings account
14d
Trust Relationship Manager
First Horizon Bank —Knoxville, TN
- Full-time
- 6 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Relationship Banker
First Horizon Bank —Knoxville, TN
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health savings account
Financial Advisor
First Command —Knoxville, TN
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
6d
Wealth Management Trainee (TN)
Bankers Life —Knoxville, TN
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Banker
First Horizon Bank —Knoxville, TN
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health savings account
14d
Financial Services Professional - Hybrid Remote (TN)
Bankers Life —Knoxville, TN
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Insurance Sales Representative
Farmers Insurance - Drew Miles —Maryville, TN
- $40,000 - $60,000 a year
- Full-time
- Communication skills
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
Territory Sales Representative
Breakthrough Financial —Tennessee
- $80,000 - $140,000 a year
- Online Application
- High school diploma or GED
- Driver's License
- US work authorization
- Flexible schedule
Quick Apply
Fraud Protection Hotline Specialist- Bilingual
First Horizon Bank —Maryville, TN
- Full-time
- Spanish
- Microsoft Outlook
- Computer literacy
- Wellness program
- Health savings account
Private Wealth Client Associate
Bank of America —Knoxville, TN
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
14d
Relationship Manager
Modern Wealth Management —Knoxville, TN
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Part-time Reception/Administrative Assistant
Hardin Valley Wealth Management —Knoxville, TN
- $18 - $22 an hour
- Part-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
1d
Senior Customer Solutions Agent
First Horizon Bank —Knoxville, TN
- Part-time
- Bachelor of Science
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Support Specialist II (Knoxville,TN.)
Truist Bank —Knoxville, TN
- Full-time
- English
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Client Service Banker – Contact Center
First Horizon Bank —Knoxville, TN
- 8 hour shift
- Bilingual
- High school diploma or GED
- In-person
- Wellness program
- Health savings account

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wealth client jobs near oak ridge, tn

Investment Consultant- Knoxville, TN

Fidelity Investments -
Knoxville, TN

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Job Details

Full-time

Qualifications

Customer communication
Investment management advisory services
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

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

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. 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. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

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 built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. 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.

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.

Apply Now

Refine Your Search

wealth client jobs in oak ridge, tn

Investment Consultant- Knoxville, TN

Plumbing Service Tech (Commission) - 3+ Years Experience Required

Portfolio Manager

Investment Adviser Representative

Customer Experience Supervisor

Trust Relationship Manager

Relationship Banker

Financial Advisor

Wealth Management Trainee (TN)

Relationship Banker

Financial Services Professional - Hybrid Remote (TN)

Insurance Sales Representative

Territory Sales Representative

Fraud Protection Hotline Specialist- Bilingual

Private Wealth Client Associate

Relationship Manager

Part-time Reception/Administrative Assistant

Senior Customer Solutions Agent

Wealth Support Specialist II (Knoxville,TN.)

Client Service Banker – Contact Center

I want to receive the latest job alert for wealth client in oak ridge, tn

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