Financial Advisor

Job overview

The Financial Advisor role is onsite in Chattanooga, TN; compensation is not specified. The position supports HHM Wealth Advisors, LLC, a fee-based registered investment advisor serving clients through financial planning and investment services. The advisor helps clients build, distribute, preserve, and transfer wealth by applying financial planning, investment, tax, insurance, and retirement-plan knowledge. The role also supports client relationships, business development, workplace retirement plans, and education planning.

What you'll do

• Use the firm’s financial planning process and knowledge of investment strategies, tax, securities, insurance, and retirement plans to advise clients
• hold periodic client reviews
• recruit new clients while serving current clients
• assess client goals and retirement income needs
• recommend and implement risk-management strategies and portfolio recommendations
• monitor financial, political, and tax trends
• advise on workplace retirement plans and education-planning strategies
• participate in client seminars and community business functions.

What we're looking for

Skills & competencies

financial advisor

chattanooga tn

hhm cpas

financial planning

investment strategies

wealth management

retirement planning

insurance planning

client reviews

business development

Work arrangement

• Weekend coverage required

Why this role

Fee-based registered investment advisor role with client meetings that may extend into evenings and participation in firm growth.

About the employer

HHM CPAs is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.