Financial Planning Specialist

1 week ago


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

We are seeking a highly skilled Financial Planning Specialist to join our team at Financial Planner Recruiting, LLC. As a Lead Financial Advisor, you will be responsible for delivering holistic financial plans to clients and collaborating with the team on planning-related questions.

Key Responsibilities:

  • Lead existing client relationships and develop robust financial plans for clients.
  • Collaborate with the team on planning-related questions and utilize CRM and financial planning software effectively.
  • Review client portfolios as needed and work with clients in multiple areas, such as pension consulting and portfolio management.

Requirements:

  • Bachelor's Degree and 3-5+ years of experience in financial planning.
  • CFP preferred and experience in a client-facing role.
  • Growth and team-oriented, lifelong learner with experience using MoneyGuidePro and/or Holistiplan.

Compensation and Benefits:

  • Base salary starts at $80k+ and up, commensurate with experience.
  • Profit sharing immediately upon start.

  • 401k with match.
  • HRA.
  • Generous PTO policy.
  • Ability to work in the office.

Financial Planner Recruiting, LLC is an equal opportunity employer and welcomes applications from diverse candidates.



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