What are the responsibilities and job description for the Financial Advisor position at Paradigm Wealth Partners?
Company Description
We are proud to be a family-owned business based in Tennessee, with deep roots in the community. Our Knoxville and Chattanooga offices are dedicated to providing personalized wealth management and retirement planning services to our clients locally and virtually across the country, ensuring that professional financial guidance is accessible no matter where you are. Our commitment to building lasting relationships and delivering exceptional service drives everything we do, as we help you navigate your financial journey with confidence and care.
Role Description
This is a full-time on-site role for a Financial Advisor based in Chattanooga, TN. The Financial Advisor will be responsible for providing expert financial planning, retirement planning, and investment advice. Daily tasks include meeting with clients to discuss their financial goals, creating personalized financial plans, advising on investment opportunities, and supporting clients in making informed financial decisions.
Qualifications
Licensed & Ready to Grow – Series 7 & 66 (or 65) ideal, CFP® a plus but not required.
Client-Focused – Passionate about building relationships and guiding clients through financial decisions.
2 Years of Industry Experience – Experience in financial planning, investment management, or client service preferred.
Service-Oriented Mindset – Thrives in a role focused on client communication and support.
Ethical & Fiduciary-Minded – Committed to always acting in the client’s best interest.
Team Player – Works well in a collaborative, independent firm.