Affluent Wealth Advisor & Client Growth

CFA Institute

Knoxville, TN

JOB DETAILS
SKILLS
Chartered Financial Analyst (CFA), Customer Relationship Management (CRM), Financial Planning, Financial Strategy, Sales Management, Set Goals, Strategic Planning, Wealth Management
LOCATION
Knoxville, TN
POSTED
1 day ago

CFA Institute is seeking a Wealth Management Advisor in Knoxville, TN. You will partner with affluent clients to identify their financial goals and develop tailored solutions for their needs. This role requires 5+ years of experience in managing client relationships and developing financial planning strategies.Additionally, you should possess relevant licenses and a degree is preferred. The position offers a competitive salary along with a strong benefits package to support your well-being.#J-18808-Ljbffr

About the Company

C

CFA Institute