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Financial Advisor
2 months ago
Our client is a boutique fee-only RIA based in Knoxville, TN. They are seeking a Lead Financial Advisor to join their growing team. If you are looking for a client-facing role with tons of growth opportunities, this could be a great fit for you.
Responsibilities Include:
-Act as the first point of contact and lead existing client relationships.
-Focus on delivering holistic financial plans to clients.
-Develop, implement, and monitor robust financial plans for clients.
-Collaborate with the team on planning-related questions.
-Utilize CRM and financial planning software effectively.
-Review client portfolios as needed.
-Work with clients in multiple areas, such as pension consulting and portfolio management.
Qualifications:
-Bachelors Degree.
-3-5+ years of experience in financial planning.
-CFP preferred.
-Experience in a client-facing role.
-Growth and team-oriented, lifelong learner.
-Experience using MoneyGuidePro and/or Holistiplan is a plus.
Compensation and Benefits:
-Base salary starts at $80k+ and up, commensurate with experience.
-Proft sharing immediately upon start.
-401k with match.
-HRA.
-Generous PTO policy.
-Ability to work in the office.
Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.
