105 Results for

Certified Financial Planner Jobs in Tennessee

Jobs

Senior Investment Strategist Jobot

Franklin, TN

$150,000–$225,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Deep experience with alternatives and private markets, including private equity, private credit, hedge funds, structured solutions, and related operational workflows.

4 days ago

Tax Senior Manager, Private Client Services Bdo Consulting

Nashville, TN

$146,000–$200,000 / year

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

19 days ago

Tax Managing Director, Private Client Services Bdo Consulting

Memphis, TN

$215,000–$270,000 / year

A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

27 days ago

Tax Manager, Private Client Services Bdo Consulting

Nashville, TN

$112,000–$150,000 / year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

18 days ago

Financial Planner Creative Planning Inc

Memphis, TN

Title: Financial Planner Location: Various Job Description: JOB SUMMARY Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in -house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning - using all in -house specialists.

30+ days ago

Financial Advisor - Private Client Group Truist Financial Corporation

Hendersonville, TN

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

30+ days ago

Financial Advisor Wilson Bank & Trust

Brentwood, Tennessee

Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you’ll find opportunities tailored to your interests and ambitions while working for WBT. In this role, you’ll build relationships that begin in our offices and deepen over decades, partnering with our Retail and Lending teams to identify needs and seamlessly facilitate their referrals when customers require investment solutions beyond a bank’s traditional capabilities.

30+ days ago

Financial Advisor Wilson Bank and Trust

Brentwood, TN

Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. In this role, you'll build relationships that begin in our offices and deepen over decades, partnering with our Retail and Lending teams to identify needs and seamlessly facilitate their referrals when customers require investment solutions beyond a bank's traditional capabilities.

30+ days ago

Financial Advisor - Investment Services Group Truist Financial Corporation

Memphis, TN

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.

30+ days ago

Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market Bank of America

Johnson City, Tennessee

Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

19 days ago

Financial Advisor Northwestern Mutual

Knoxville, Tennessee

$61,000–$250,000 / year
Full time

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

17 days ago

Financial Professional - TN, Nashville (5253) Equitable Financial Life Insurance Company

Franklin, TN

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30+ days ago

Financial Professional - TN, Nashville (5254) Equitable Financial Life Insurance Company

Franklin, TN

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30+ days ago

Financial Advisor - Private Client Group Truist Bank

Hendersonville, Tennessee

Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

30+ days ago

Financial Advisor - Investment Services Group Truist Bank

Nashville, Tennessee

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Job SummaryActively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.

30+ days ago

Financial Advisor - Private Client Group Truist Financial Corp

Memphis, TN

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.

30+ days ago

Financial Advisor - Investment Services Group Truist Financial Corp

Hendersonville, TN

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.

30+ days ago

Financial Solutions Advisor - Northwest NJ Market Bank of America

Morristown, Tennessee

US - NJ - Denville - 125 E Main St - DENVILLE BC (NJ7197), US - NJ - Livingston - 554 S Livingston Ave - Livingston - Northfield (NJ7201), US - NJ - Montville - 161 Changebridge Rd - MONTVILLE BC (NJ6115), US - NJ - Morristown - 188 South St - MORRISTOWN BC (NJ6263), US - NJ - Succasunna - 15 Commerce Blvd - Roxbury Township (NJ7198). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

30+ days ago

Financial Solutions Advisor - Nashville/Knoxville Market Bank of America

Nashville, Tennessee

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

30+ days ago

Financial Advisor FourPoint People

Brentwood, TN

$60,000–$80,000 / year
Full time

You will help individuals and families understand their options, plan for retirement, and build long-term wealth, working alongside experienced senior advisors who are invested in your success. If you have about 2 years of experience working with clients and want a direct hire role with mentorship, support, and room to grow, this position is built for you.

13 days ago

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Certified Financial Planner Jobs in Tennessee

Senior Investment Strategist Jobot

Tax Senior Manager, Private Client Services Bdo Consulting

Tax Managing Director, Private Client Services Bdo Consulting

Tax Manager, Private Client Services Bdo Consulting

Financial Planner Creative Planning Inc

Financial Advisor - Private Client Group Truist Financial Corporation

Financial Advisor Wilson Bank & Trust

Financial Advisor Wilson Bank and Trust

Financial Advisor - Investment Services Group Truist Financial Corporation

Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market Bank of America

Financial Advisor Northwestern Mutual

Financial Professional - TN, Nashville (5253) Equitable Financial Life Insurance Company

Financial Professional - TN, Nashville (5254) Equitable Financial Life Insurance Company

Financial Advisor - Private Client Group Truist Bank

Financial Advisor - Investment Services Group Truist Bank

Financial Advisor - Private Client Group Truist Financial Corp

Financial Advisor - Investment Services Group Truist Financial Corp

Financial Solutions Advisor - Northwest NJ Market Bank of America

Financial Solutions Advisor - Nashville/Knoxville Market Bank of America

Financial Advisor FourPoint People

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