About this role
Financial Advisor Apprentice at SageSpring Wealth Partners. Location: Knoxville, Tennessee, United States. Role: shadowing meetings, solo running, prospecting leads Requirements: Bachelor's Degree in Finance or related field; Series 65 within 3 months; CFP designation preferred within 2 years. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Outlook Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English