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Navitas Credit Corp. · 12 hours ago

Financial Advisor

Lenoir City, TN

Full-time

Onsite

Mid Level

$0/yr - $0/yr

3+ years exp

Navitas Credit Corp. is expanding its team in Knoxville, TN, and is seeking a motivated and experienced Financial Advisor. In this role, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams through tailored financial plans and expert advice.

BankingFinancial Services

Responsibilities

Build Relationships Connect with clients to understand their financial needs and goals

Provide Expert Advice Guide clients on retirement planning, estate planning, asset allocation, and investment strategies

Customize Financial Plans Develop and implement tailored financial plans to help clients reach their objectives

Monitor Portfolios Regularly review and adjust clients' investment portfolios to ensure alignment with their goals

Stay Informed Keep up with industry trends and regulations to offer the most current advice

Qualification

Series 63 licenseSeries 6 licenseState Life Insurance LicenseFinancial planningInvestment managementAnalytical skillsCFP designationCommunication skillsInterpersonal skills

Required

At least 3 years in financial planning and investment management

Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute)

Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7)

Applicable State Life and Annuity Insurance Licenses

Strong analytical and problem-solving abilities

Excellent communication and interpersonal skills

Preferred

Experience with high net worth clients is a plus

Certified Financial Planner (CFP) designation

Must be able to pass a criminal background & credit check

A Master's degree is a bonus

This is a full-time, non-remote position

Company

Navitas Credit Corp.

Navitas Credit Corp. is a financial services provider based in Florida.

Founded in 2008

Ponte Vedra Beach, Florida, USA

201-500 employees

http://navitascredit.com

Funding

Current Stage

Growth Stage

Total Funding

$6M

Key Investors

Noro-Moseley Partners

2010-03-01Series A· $6M

Leadership Team

Dan McMahan

Senior Vice President - Chief Credit Officer

Jacklynn Farbman Manning, CLFP

Chief Marketing Officer

Recent News

EIN News

Navitas Credit Corporation names Robert Hill senior vice president, finance as John Paris announces retirement

2024-04-07

Company data provided by crunchbase