Wealth Advisor (Morristown East Branch)
ORNL Federal Credit Union · Morristown, TN
$91k/yr (est.)Posted 7h agoAccounting & Finance
Position summary
This position is based at our Morristown East Branch (1216 E Main Street in Morristown, TN 37814). Role : The Wealth Advisor develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth at ORNL Federal Credit Union . Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings,…
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