Financial Advisor - Knoxville
1 month ago
Job summary
We are seeking a Financial Advisor to join our firm.
Responsibilities
- Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client's personal and financial goals ,
- Lead client meetings with the plan to take over client relationships over time ,
- Maintain notes, tasks,and activities in Salesforce ,
- Maintain relationships and provide excellent service
Job description
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