Financial Advisor Position Available In Knox, Tennessee

Job Description:

Larson Financial Group is seeking a talented professional tohire for the position of Financial Advisor, in the Knoxville, TNarea. This position is the perfect fit for someone who enjoysworking directly with clients to achieve their financial goals byservicing through diligent and detailed follow-up, meetingpreparations, conducting client meetings, and managing clientinformation files. The ideal candidate will be able to handlepeople and processes with ease, while welcoming challenge andopportunity. Demonstrating a passion to delivering superior serviceand building client relationships will add to success in thisposition. In this client facing role, you will use your industry knowledge towork with the Advisory team to contribute to an outstanding clientexperience. This position is fast-paced and will require a personwith the desire to learn, grow in their career, and the ability tohandle challenges, plus enjoy successes. Responsibilities include, but are not limited to: Preparing and conducting client meetings Gathering data from clients for preparation of financialplan Running insurance illustrations, constructing financialplans Communicating investment advice based on recommendations ofteam Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact ManagementSystem and Financial Planning software Implementing client touches to create concierge experienceresulting in consistent referrals Performing follow up and process new business; manage existingclient relationships Managing and resolving client issues

Expectations:

Ability to build rapport via phone, virtual meetings or inperson with clients Professional, clear, and polite communication preference isrequired Ability to work with the Advisor and other support team membersto accomplish a common goal Be able to conform to a changing environment and work at aquick pace, to achieve timely deadlines. Serving as the primary contact for a designated group ofclients. The client must be able to rely on the FP/CSM for everyfinancial need, whether it is finding the right answer or having itready for them.

Skills and Experience:

2+ years’ experience in the Financial Planning or Advisory Series 7 & 66, or 65 CFP or CFA is a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability tolearn and adapt to upgrades/changes that occur on a regularbasis Experience with Salesforce Proficient data entry skills Flexible schedule for meetings and client event. Ability to prioritize deliverables, track deliverable progress,and follow -up on outstanding matters is required. Ability to manage time in an efficient, self-directed manner isrequired. Ability to be proactive and professionally assertive isrequired. Demonstrated written and oral communication skills with strongattention to grammar, spelling, and overall professionalism isrequired. Strong interpersonal and teamwork skills includingdemonstrating positiveness in conduct, verbal, and writteninteractions is required. Ability to adhere to rules and regulations as stated andrequired by Advisors and FINRA is required.

Larson Financial Groupoffers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% employer paid foremployee only) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance

ER PD EAP

Voluntary Short Term & Additional Life Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIe6bfb18f792e-37248-37516204