ORNL Federal Credit Union · 1 week ago
Wealth Advisor (Morristown East Branch)
Morristown, Tennessee, United States
Full-time
Onsite
Entry, Mid Level
2+ years expORNL Federal Credit Union is seeking a Wealth Advisor to develop individualized wealth management financial plans and recommendations for clients. The role involves educating clients on investment options, monitoring client portfolios, and adhering to regulatory policies while aiming to achieve financial goals.
Customer ServiceFinancial ServicesNon Profit
Responsibilities
Develops and implements personalized financial plans and investment strategies for clients
Educates clients on various investment products and options
Creates and presents planning scenarios for retirement, education savings, and other financial goals
Stays informed about economic conditions and new financial products to enhance client portfolios
Advises clients on potential enhancements to existing financial plans and identify up-sell opportunities
Monitors client portfolios to ensure they align with the appropriate risk profile
Adheres to all regulatory and organizational policies and procedures
Potentially sells or coordinates the purchase of additional financial products or services to clients
Performs other job-related duties as assigned
Qualification
Required
Two or more years of experience in Wealth Management or Financial Advising is required
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
Broad knowledge of investment products and financial planning
Strong knowledge of financial investment strategies, products and insurance
Strong understanding of economic conditions and market trends
Excellent communication and interpersonal skills
Ability to develop and maintain client relationships
Compliance with regulatory and organizational policies
Proficiency in Microsoft 365 to include Outlook, Word, Excel, and PowerPoint
Excellent organizational skills
Excellent written and verbal communication skills, including business writing ability
Excellent time management skills and accustomed to working with deadlines
Strong customer service orientation required
Detail oriented and accurate
Company
ORNL Federal Credit Union
ORNL Federal Credit Union is a not-for-profit financial cooperative that provides financial services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Colin Anderson
President & CEO
Jenny Vipperman, CMB
President & CEO
Recent News
2025-11-04
2025-11-04
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