We have other current jobs related to this field that you can find below

  • Financial Advisor In Training

    3 months ago

    Chattanooga, United States Robert W. Baird & Co. Full time

    Baird is seeking talent interested in becoming a Financial Advisor through our Financial Advisor Training Program (FATP). FATP is a 5-month long training program designed to prepare Financial Advisor Trainees who are new to the career path and industry. The program provides wealth management training intensive preparation followed by ongoing support and...

  • Financial Advisor

    2 weeks ago

    Chattanooga, United States Corebridge Financial Full time

    We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. This position...

  • Financial Advisor In Training

    4 months ago

    Chattanooga, United States Robert W. Baird & Company, Inc. Full time

    Acquire new assets through targeted business development efforts. Analyze clients financial circumstances; including investment portfolios, assets, and liabilities. Develop financial plans and makes recommendations to clients, considering clients s Financial Advisor, Financial, Training, Advisor, Pharmaceutical Sales, Insurance Sales, Banking

  • Financial Services Consultant II

    6 days ago

    Chattanooga, Tennessee, United States UNIFY Financial Credit Union Full time

    Position Overview:As a Financial Services Consultant, you will play a vital role in assisting UNIFY's credit union members in protecting their financial resources.At UNIFY, your contributions are valued, and you will receive the support necessary for your success, which is crucial to the overall effectiveness of our team and the satisfaction of our...

  • Financial Wellness Advisor

    5 days ago

    Chattanooga, Tennessee, United States Magellan Health Full time

    Position OverviewThis role is dedicated to delivering comprehensive financial advisory services at designated military facilities. The primary focus is on providing a wide range of personal finance counseling to military personnel and their families. The services encompass educational initiatives and counseling that may include, but are not limited to,...

  • Consumer Loan Sales Specialist

    5 days ago

    Chattanooga, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...

  • Pre Planning Advisor

    3 months ago

    Chattanooga, United States Service Corporation International Full time

    Job DescriptionJob DescriptionWe are seeking a Pre Planning Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial...

  • Branch Office Administrator

    2 months ago

    Chattanooga, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • HVAC Technician Trainee

    6 days ago

    Chattanooga, Tennessee, United States Johnson Controls International Full time

    Discover your potential with Johnson Controls As a prominent leader in innovative, healthy, and sustainable building solutions, our goal is to transform the functionality of buildings to benefit individuals, communities, and the environment. Become part of our exceptional team and set the stage for a successful career. With our vast presence across...

  • Assistant Branch Manager

    1 month ago

    Chattanooga, United States Republic Finance, LLC Full time

    Overview & Responsibilities Are you looking for an entry-level position with a clear path to management? Do you want to be part of a growing financial services company that rewards performance and gives back to its community? If so, please read on! This entry-level financial services position earns a competitive salary of $40,000 per year (paid hourly), plus...

  • Junior Account Executive

    6 days ago

    Chattanooga, Tennessee, United States USHA Full time

    Entry-Level Client AdvisorAre you ready to make a meaningful impact?Our clients are seeking effective alternatives to their existing benefit solutions, and due to current economic trends, the demand for our offerings has never been greater. As an Entry-Level Client Advisor, you will play a crucial role in enhancing the lives of individuals. Your...

  • Senior Social Worker

    3 months ago

    Chattanooga, Tennessee, United States Department Of Veterans Affairs Full time

    SummaryThis Senior Social Worker is a member of a Behavioral Health Interdisciplinary Program (BHIP) team. BHIP teams are interdisciplinary teams offering medication management, therapy, peer support, and other ancillary services. The GS-12 Social Worker provides evidenced-based therapy, to include individual and group therapy. Social workers can also elect...

  • Commercial Lending Analyst

    10 hours ago

    Chattanooga, Tennessee, United States First Volunteer Full time

    Commercial Credit Analyst Role at First VolunteerThe Commercial Credit Analyst at First Volunteer plays a crucial role in our financial institution by partnering with Credit Officers and Commercial Banking Advisors to assess and authorize new and ongoing credit applications. This position also involves the oversight of commercial credit...

  • Customer Service 26

    1 month ago

    Chattanooga, United States Unum Ireland Limited Full time

    **Customer Service** Customer Service ( 22) Jobs Location range slider Enter Location * Location Distance: 305 miles Distance: 300+ miles Location range slider Enter Location * Location Distance: 305 miles Distance: 300+ miles Location range slider Enter Location * Location Distance: 305 miles Distance: 300+ miles Location range slider Enter Location ...

  • Commercial Lending Analyst

    9 hours ago

    Chattanooga, Tennessee, United States First Volunteer Full time

    Commercial Credit Analyst Role at First VolunteerThe Commercial Credit Analyst at First Volunteer plays a crucial role in the evaluation and approval of credit applications, working closely with Credit Officers and Commercial Banking Advisors. This position is essential for the oversight of commercial credit portfolios.Develops comprehensive credit...

  • Customer Service 23

    1 month ago

    Chattanooga, United States Unum Ireland Limited Full time

    **Customer Service** Customer Service ( 34) Jobs Location range slider Enter Location * Location Distance: 305 miles Distance: 300+ miles Location range slider Enter Location * Location Distance: 305 miles Distance: 300+ miles Location range slider Enter Location * Location Distance: 305 miles Distance: 300+ miles Location range slider Enter Location ...

  • Head of Surgical Services

    5 days ago

    Chattanooga, Tennessee, United States Korn Ferry Full time

    Position Overview:Korn Ferry is collaborating with a leading healthcare organization to identify their next Director of Surgical Services. This pivotal role is located in a major metropolitan area and reports directly to the Vice President of Surgical Services. The facility is a prominent 750-bed Level I trauma center equipped with 21 operating rooms.Key...

  • Locum Physician

    2 weeks ago

    Chattanooga, United States LocumJobsOnline Full time

    LocumJobsOnline is working with LocumTenens.com to find a qualified Hospitalist MD in Chattanooga, Tennessee, 37401!About The PositionA 128-bed hospital is seeking a hospitalist for locum tenens coverage.Ride the Incline Railway to the top of Lookout Mountain for stunning views of the city or explore the underground wonders of Ruby Falls. Visit the Tennessee...

  • Locum Physician

    4 weeks ago

    Chattanooga, United States LocumJobsOnline Full time

    LocumJobsOnline is working with LocumTenens.com to find a qualified Radiology MD in Chattanooga, Tennessee, 37401!About The PositionAn acute care hospital is seeking a radiologist for locum tenens coverage.The facility is located in Chattanooga, TN.This radiology role involves performing and interpreting a variety of procedures across multiple systems. Key...

  • Locum Physician

    7 days ago

    Chattanooga, United States LocumJobsOnline Full time

    LocumJobsOnline is working with LocumTenens.com to find a qualified Emergency Medicine MD in Chattanooga, Tennessee, 37401!About The PositionA facility with a 12-bed ED is seeking an emergency medicine physician for locum tenens coverage.Ride the Incline Railway to the top of Lookout Mountain for stunning views of the city or explore the underground wonders...

Financial Advisor Trainee

1 month ago

Chattanooga, United States Raymond James Financial Services Full time

Job Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. Essential Duties and Responsibilities: Become trained and skilled to effectively and efficiently perform the Financial Advisor role. If hired as a team candidate, the team will provide the specific goals and expectations. Meets production targets that impact overall company revenue goals. Develops a book of business consistent with AMP program goals for assets under management and required production. Provides a high level of client service. Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital. Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Opens, transfers, and closes customer accounts. Maintains appropriate account records while monitoring the customer's portfolio. Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. Stays abreast of investment products, industry rules and regulations, and financial planning. Performs other duties and responsibilities as assigned. Qualifications Knowledge, Skills, and Abilities: Knowledge of: Economic and accounting principles and practices. Financial markets, banking, and financial data analysis and reporting. Basic principles and methods for showing, promoting, and selling products or services. Firm’s working structure, policies, mission, strategies, and compliance guidelines. Skill in: Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. Identifying the needs of customers through effective questioning and listening techniques. Ability to: Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. Continuously learn investment products, industry rules and regulations, and financial planning. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. Establish and maintain effective working relationships with clients and colleagues. Persevere, handle rejection and show resilience during the prospecting and networking process. Network in the community and effectively market him or herself and Raymond James. Demonstrate persistence in the face of obstacles. Accept criticism and deal calmly and effectively in high stress situations. Educational/Previous Experience Requirements: Bachelor’s Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments. ~or~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications: SIE required provided that an exemption or grandfathering cannot be applied. Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program. At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#J-18808-Ljbffr