CogentBlue Wealth Advisors, LLC.
Financial Planning Associate — Client-Focused Wealth Advisor
CogentBlue Wealth Advisors, LLC., Knoxville, Tennessee, United States, 37955
A financial advisory firm in Knoxville is seeking an Associate Financial Advisor. This role supports Financial Advisors by conducting data analysis, preparing for client meetings, and assisting with portfolio management. Candidates should have a Bachelor's degree, be committed to obtaining their CFP® designation, and possess strong communication skills. The firm values teamwork and provides a supportive environment with opportunities for personal and professional growth.
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