Financial Planner Position Available In Knox, Tennessee

Financial Planner Ridgebrooke Tax & Retirement Planning Knoxville, TN Job Details Full-time $60,000 – $100,000 a year 1 day ago Benefits Health insurance Paid time off Professional development assistance Retirement plan Qualifications Financial planning Financial planning software Financial sales Microsoft Excel CFP Financial software Mid-level Microsoft Office Bachelor’s degree Accounting Customer relationship management Data entry Series 65 2 years Time management Full Job Description What Will You Do? We are seeking a detail-oriented, highly skilled individual to join our team as a Financial Planner. Preparing and conducting client meetings. Gathering client data for preparation of financial plan. Entering information into Contact Management System and Financial Planning software. Support asset management activities, including tracking and monitoring investments -Assist in trading support. Provide financial planning and investment advice to clients Present financial products, concepts and services, including securities and insurance. Collaborate with other team members to expand the client base. Manage and maintain client accounts, ensuring accurate financial records and timely updates Stay up-to-date with industry developments and changes in financial regulations. Maintain a high level of professionalism and integrity in all interactions with clients. Managing and resolving client issues.

Expectations:

Perform mathematical calculations accurately. Ability to build rapport via phone, virtual meetings or in person with clients Professional and polite communication is required Ability to work with the Lead Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines. Ability to maintain confidentiality of information. Proficient data entry skills and attention to detail. Ability to adhere to rules and regulations required by Advisors, State of Tennessee and SEC is required.

Experience:

2+ years’ experience in the Financial Planning field. Series 65 or similar licensing. ChFC or CFP is a plus. Four-year degree or equivalent work experience. Advanced Microsoft Excel skill level is required. Experience with financial planning tools and software, the ability to learn and adapt to upgrades/changes that occur on a regular basis. If you are looking to kick-start your career in finance, we encourage you to apply for this exciting opportunity.

Note:

All positions at our company are paid, including internship positions.

Job Type:

Full-time Pay:

$60,000.00 – $100,000.00 per year

Benefits:

Health insurance Paid time off Professional development assistance Retirement plan

Compensation Package:

Commission pay Hourly pay

Schedule:

8 hour shift Day shift Monday to Friday Ability to

Commute:

Knoxville, TN 37932 (Preferred) Ability to

Relocate:

Knoxville, TN 37932: Relocate before starting work (Preferred)

Work Location:

In person