Personalized Wealth Advisor

3 days ago


Chattanooga, Tennessee, United States Service Corporation International Full time
Job Summary

We are seeking a highly skilled Personalized Wealth Advisor to join our team. As a key member of our team, you will be responsible for delivering personalized investment solutions to help clients achieve their long-term financial goals.

The ideal candidate will have previous experience in banking, financing, or related fields, as well as strong analytical and critical thinking skills.

Responsibilities:
  • Deliver personalized investment solutions to clients
  • Assess clients' financial situations and develop customized investment plans
  • Provide ongoing support and guidance to clients to ensure their financial goals are met
  • Network and build relationships with new and existing clients

The estimated annual salary for this position is around $65,000 - $85,000, depending on experience and qualifications.



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