Strategic Financial Planner

3 weeks ago


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

We are seeking a Strategic Financial Planner to deliver personalized investment solutions to help clients work towards their long-term financial goals. As a key member of our team, you will be responsible for advising clients on investment strategies and other financial decisions.

The ideal candidate will have previous experience in banking, financing, or related fields, as well as familiarity with investment products and services.

Key Responsibilities:
  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Build and maintain strong relationships with new and existing clients

Our company is proud to offer a competitive salary of $60,000 - $80,000 per year, depending on experience, as well as a comprehensive benefits package.



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