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Financial Advisor

1 month ago

Knoxville, United States Financial Planner Recruiting, LLC Full time
Job Description:

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.