Investment Consultant- Knoxville, TN
Fidelity Investments Inc.
Job Description You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Note: Fidelity will not provide immigration sponsorship for this position. Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location. Note: Fidelity will not provide immigration sponsorship for this position. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. #J-18808-Ljbffr Fidelity Investments Inc.
- ...allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor... ...exceed expectations You have outstanding communication and consultative skills, and you thrive in a fast‑paced work environment Note:...SuggestedWork at officeLocal area
$200k
Chief Risk Officer – To $200K – Knoxville, TN – Job # 3717 Who We Are The Symicor Group is a boutique talent acquisition firm based in... ...internal audits, and fraud investigations. ~Participating and consulting with management on emerging issues through effective, timely,...Suggested- ...Job Description Job Description Mechanical Estimator - Construction - Base Salary to 90k/year - Knoxville, TN ~ Our client, a well-established construction contractor with a strong regional presence, is seeking a Mechanical Estimator to support MEP-focused commercial...SuggestedTemporary workFor contractorsFor subcontractorWork at office
- ...totaling more than $3 billion, reinforcing our expertise and reputation in the industry. With offices in Nashville, Knoxville, and Johnson City, TN; Atlanta, GA; Tampa, FL; Houston, TX; and Greensboro, NC , we are well-positioned to deliver exceptional services...SuggestedWork at office
- ...reputation in the industry. With offices in Nashville, Knoxville, and Johnson City, TN; Atlanta, GA; Tampa, FL; Houston, TX; and Greensboro, NC... ...to company standards. Prepare and manage capital investment recommendations relative to client for asset preservation...SuggestedWork at officeLocal areaNight shift
$89k - $135k
...TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management (TCV) is a fully employee‑owned, independent... ..., and corporations. It is seeking a Portfolio Manager – Investment Officer to join their team in Knoxville, TN . The Portfolio Manager...Work at officeNight shift- ...A financial institution in Knoxville, TN, is seeking a Relationship Manager to drive new customer prospects and manage loan applications. The ideal candidate has a strong background in banking or sales lending, with at least 5 years of experience. Responsibilities include...
- ...Job Location Westhaven – 3900 Western Ave, Knoxville, TN 37921, USA. Onsite at the location listed in the job posting. Weekly Scheduled... ...is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...Temporary workWork at office
- ...is a full-time hybrid Financial Representative role based in Knoxville, TN, with a mix of in-office and work-from-home flexibility. The... ...goals and recommend appropriate life insurance, retirement, and investment solutions. Responsibilities include developing and...Full timeFor contractorsWork at officeLocal areaWork from homeFlexible hours
$225k - $275k
...delivering holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance. This is a... .... Where you’ll work: This role will be located on our Knoxville, TN -based team and be expected to be available for in-person meetings...Temporary workWork at officeFlexible hours- Job Description Job Description Do you instinctively identify areas for revenue growth and opportunity for improvement? Do you measure your personal success by achievement of financial objectives? Do you naturally draw teams together and motivate them to succeed? Are...
- ...This is a full‑time, on‑site Financial Advisor role based in Knoxville, TN. The Financial Advisor will work directly with individuals, families... ..., and develop tailored strategies for financial planning, investments, retirement planning, and risk management. Day‑to‑day...Full time
$5,000 per month
...individuals and business owners in planning for retirement, investments, insurance, and more. Deliver customized solutions based on... ...~ Commission pay Ability to Commute/Location: ~ Knoxville, TN 37923 (On-site Position) Peachtree Planning is an Agency...Contract workWork at officeFlexible hours- ...Location Centerpoint Building 1409 Centerpoint Blvd Knoxville, TN 37932, USA Mission Our Mission is to help Members grow financially. Vision... ...a variety of accounts including checking, savings and investments. Also offered are competitive loan rates on new and used autos...Work at officeLocal areaFlexible hours
- 2 days ago Be among the first 25 applicants Job type: Long term Temporary (07/28/2025 to 07/27/2026) Location : Knoxville, TN Compensation package will include hourly rate, per diem, and equipment/communication pay and will be discussed over the phone. Summary Sr. Field...Hourly payDaily paidContract workTemporary workFor contractorsCasual workImmediate start
- ...with Prescription Card, Dental Plan, Vision, and Disability Insurance Employee Stock Ownership Program (ESOP) 11 Holidays Pay Rate Please submit salary or hourly rate requirements along with resume or in a cover letter. Job location Knoxville, TN area #J-18808-Ljbffr...Hourly payContract workFor contractorsFor subcontractorWork at office
- ...Job Description Job Description We were voted Knoxville's Best of the Best Plumbing Contractor by City View Magazine Are you unhappy... ...GoHero Home Services is a home service company in Knoxville, Tn. We were founded in 2004 by, U.S. Air Force veteran, Robert...Temporary workFor contractors
- ...walks and meet HAZWOPER requirements. Preferred Experience Utility clients. Union and non-union environments. Location & Travel Knoxville, TN. Some Travel required. Candidates that accept an offer of employment are required to undergo and successfully complete a pre-employment...For subcontractor
$60k - $75k
...Financial Analyst (FP&A) to join their growing, entrepreneurial team in Knoxville. This is not your traditional FP&A role — it’s a strategic... ...Job function: Finance Industries: Software Development Location: Knoxville, TN | Salary: $60,000.00-$75,000.00 #J-18808-Ljbffr...Full time- ...Manager Gateway Management is currently seeking a Property Manager for our Holston Commons apartment community located in Knoxville, TN This position is responsible for managing daily operations of the side-by-side affordable housing communities. Responsibilities...Full timeFor contractors
$45k - $50k
...such as DASH (Oracle), DASH Marketplace, 25 Live, ARGOS, Banner; knowledge of UT policies and procedures. Work Location Location: Knoxville, TN Location: This will be a hybrid position requiring on campus work with some remote work. Compensation And Benefits UT market...Full timeContract workWork at officeRemote work- ...Manufacturer? Your expertise is needed in the vibrant Greater Knoxville, TN Area! We're seeking a Senior Financial Analyst who thrives... ...believe in celebrating your contributions. - 401K Match: Investing in your future alongside ours. - Thriving Global Environment...Work at office
- RemX Recruiting is representing a corporate client in West Knoxville searching for an experienced professional in the investment/wealth management industry. The position of Administrative & Operations Investment Specialist will support a small team of investment professionals...
- Regions Bank is seeking a Relationship Banker II in Knoxville, Tennessee. This full-time role focuses on meeting customer financial needs through personalized service and product offerings. Ideal candidates should possess retail or sales experience and excel in communication...Full time
$50k - $60k
...Professional Development Retirement Plan Options Unlimited Income Potential Health insurance Commercial Assistant Property Manager, Knoxville, TN $50,000 – $60,000 a year (based on experience) Full-time | On-site About SVN | Wood Properties For more than 40 years, SVN |...Full timeWork at officeAfternoon shift- ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...Work at officeShift workWeekend workDay shift
$58k - $65k
...successful completion of the program, reinforcing our commitment to your development. Ideal Location: Work in the heart of downtown Knoxville or West Knoxville, offering a vibrant and convenient access and an engaging work environment. Community Outreach: Participate...- A property management company is seeking an Assistant Property Manager in Knoxville, TN. Responsibilities include supporting the Property Manager, managing tenant relations, and ensuring all rental collections are timely. The ideal candidate will have over two years in...
$60k - $75k
Commercial Property Manager Full Time • Knoxville, TN Compensation $60,000 - $75,000 per year (depending on experience) About SVN | Wood Properties For over 45 years, SVN | Wood Properties has served East Tennessee as a commercial real estate brokerage and property management...Full timeFor contractorsWork at office- ...A Financial Representative at Northwestern Mutual Knoxville helps their clients live more and worry less through our personalized approach... ...Insurers Most Admired Companies2 for Financial Sound ness$224 billion (retail investment client assets held or mana #J-18808-Ljbffr...
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