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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Premier Advisor - Nashville, TN

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Premier Advisor - Chattanooga, TN

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Truist Bank

Premier Advisor - Knoxville, TN

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Premier Advisor - Memphis, TN

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We are actively seeking motivated, relationship-driven individuals for a variety of Financial Advisor roles ranging from entry-level advisor development programs to experienced advisor and wealth management positions. Executive Scouting is partnering with multiple financial firms across the Memphis area and beyond to connect top talent with the right opportunities.

Executive Scouting

Financial Advisor

Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

The Goldman Sachs Group Inc

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Nashville

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S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Education/Previous Experience 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 environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Raymond James Financial Inc

Financial Advisor Trainee-Nashville, TN

The majority of this role — roughly 75% to 90% of the work — is comprehensive wealth advisory: financial planning, client meetings, preparation and follow-through, and the ongoing service that sustains long-term relationships with sophisticated families. Prepare for, participate in, and follow through on client meetings with executives, business owners, trustees, and multi-generational families — initially alongside the CEO and CIO, increasingly on your own.

Seven Springs Wealth Group

Wealth Advisor

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Deliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.

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Carsen Group Inc.

Associate Wealth Advisor

FULL_TIME

Carson Group Holdings LLC

This employment opportunity at Mountain Commerce Bank in Knoxville, TN would allow you to join the Investment Program at Mountain Commerce Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Mountain Commerce Bank for financial solutions.

LPL Financial

Financial Advisor - Mountain Commerce Bank

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

Financial Advisor - Private Client Group

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.

Trust Administration Advisor - (Various Location Options)

Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Senior Trust Advisor

Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

15+ Years of fiduciary experience with a focus on business development and relationship management General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.3.

Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: JLL's JREDD Asset Services team seeks a Facility Condition Advisor to deliver comprehensive facility condition assessments that drive strategic capital planning and asset optimization.

Jones Lang LaSalle Inc

Facility Condition Advisor

Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.

Investment Advisor Jobs in Tennessee

Premier Advisor - Nashville, TN Truist Financial Corporation

Premier Advisor - Chattanooga, TN Truist Financial Corporation

Premier Advisor - Knoxville, TN Truist Bank

Premier Advisor - Memphis, TN Truist Bank

Premier Advisor - Chattanooga, TN Truist Bank

Premier Advisor - Nashville, TN Truist Bank

Financial Advisor Executive Scouting

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Nashville The Goldman Sachs Group Inc

Financial Advisor Trainee-Nashville, TN Raymond James Financial Inc

Wealth Advisor Seven Springs Wealth Group

Associate Wealth Advisor Carsen Group Inc.

Associate Wealth Advisor Carson Group Holdings LLC

Financial Advisor - Mountain Commerce Bank LPL Financial

Financial Advisor - Private Client Group Truist Financial Corporation

Trust Administration Advisor - (Various Location Options) Truist Financial Corporation

Senior Trust Advisor Truist Financial Corporation

Financial Advisor - Private Client Group Truist Bank

Senior Trust Advisor Truist Bank

Facility Condition Advisor Jones Lang LaSalle Inc

Wealth Advisor Simmons Bank

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