Financial Consultant WealthBridge Financial GroupFinancial ConsultantChattanooga, TN$100,000–$150,000In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals.
Personal Financial Counselor; Chattanooga, TN Magellan Health IncPersonal Financial Counselor; Chattanooga, TNChattanooga, TNServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
CMFO Training Instructor & Finance and Accounting Consultant - IPS University of Tennessee SystemCMFO Training Instructor & Finance and Accounting Consultant - IPSChattanooga, TNExperience: (8) years or more of experience in local government accounting and finance as a finance director/deputy finance director/budget director/controller/senior accountant for a local/state government/public university, or as an audit manager/senior auditor or accountant for a local/state government or CPA firm with a concentration in local government auditing and accounting, or as a local government finance/budgetary consultant for a state/university or consulting firm, or equivalent experience. This position provides program research, design, support, delivery for teaching the County Technical Assistance Service (CTAS) Certified County Finance Officer (CCFO) and Municipal Technical Advisory Services (MTAS) Certified Municipal Officer Finance (CMFO) and other CTAS and MTAS training programs.
Merrill Advisor Development Program- Financial Advisor: Volunteer State Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Volunteer State MarketChattanooga, TNli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.