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, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients.
Essential Functions & Responsibilities
Experience Two or more years of experience in Wealth Management or Financial Advising is required.
Education Bachelor’s degree in business or related field or equivalent education and experience is required. Series 7, Series 66 (or equivalent) and Tennessee Life and Health is required.
Other Skills Required
ORNL Federal Credit Union has been around since 1948—a financial cooperative, owned by our members and continuing to grow strong while serving thousands of your friends and neighbors by providing the tools and accounts to help them save more and spend less. And we've always worked to encourage our members to do just that. And now more than ever it's time to get back to the basics.
We'll work with you to take a look at your overall financial picture and help find ways to decrease your debt, lower your payments, and help set up a structured plan for both short and long-term savings.
Best of all, your savings are federally insured up to at least $250,000 and backed by the full faith and credit of the United States Government by the NCUA, a U.S. Government Agency. Like FDIC insurance, no one has ever lost a penny of money insured by the NCUA.
Today, over 210,000 members of ORNL FCU account for over $4 billion dollars in assets. Our community credit union provides financial services to businesses and anyone who lives, works, worships, or attends school in the 19 counties of Central East Tennessee:
Anderson, Blount, Campbell, Claiborne, Cocke, Grainger, Hamblen, Jefferson, Knox, Loudon, Monroe, Morgan, Roane, Scott, Sevier, Union, Rhea, McMinn, and Meigs.
