One Bank of Tennessee ยท 5 months ago
LPL Financial Advisor
Crossville, TN, US
Full-time
Onsite
New Grad, Entry Level
$0/yr - $40K/yrOne Bank of Tennessee is seeking to cultivate the next generation of investment professionals through their Investment Management Trainee position. This role provides comprehensive training and hands-on experience in investment management, focusing on analytical skills, market trends, and informed investment decisions to prepare the trainee for a future career as a financial advisor.
Financial Services
Responsibilities
Engage in a structured program that emphasizes both theoretical knowledge and practical application
Develop analytical skills and understand market trends
Learn to make informed investment decisions
Work closely with experienced professionals to gain insights into portfolio management, risk assessment, and client relations
Equip the trainee with the necessary tools and knowledge to move into a financial advising role after a 2-3 year period
Qualification
Required
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Strong analytical and quantitative skills
Proficiency in Microsoft Excel and financial modeling
Preferred
Internship experience in investment management or finance-related roles
Familiarity with investment analysis software and tools
CFA Level I candidate or willingness to pursue CFA certification
Company
One Bank of Tennessee
For 125 years, we have served Middle and East Tennessee as your neighbors, your friends, and your trusted advisors.
Founded in 1901
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase