Senior Financial Advisor Position Available In Knox, Tennessee

Senior Financial Advisor Knoxville, TN Ready to own the Knoxville market ? A top regional firm is launching a major growth initiative

• and we’re looking for a Senior Financial Advisor to take the lead.

If you’re an experienced Financial Advisor, Private Client Advisor, or Wealth Advisor, this is your opportunity to step into a thriving, ready-built opportunity with all the resources you need to succeed.

Highlights:

Own the Market

• become the primary beneficiary of all investment referrals from 7 high-traffic bank branches Step into success
• inherit an existing book of business and an active client pipeline Big rewards
• lucrative upfront deal , salary guarantee , high payout , and large deal sizes for Advisors who can move assets Complete open architecture
• Advisor-driven platform offering flexibility and a full suite of investment solutions Built for growth
• tap into one of the region’s most respected financial institutions with over $35 billion in assets under management and more than 100 analysts, strategists, and portfolio managers behind you Why This Firm?

In today’s complex and constantly changing investment world, you need a trusted partner who can help you stay on track through it all. Their team provides expert guidance, experienced money management, and personalized service to help you and your clients achieve their specific goals. They offer comprehensive investment management solutions for both individual and institutional clients, built through a Dynamic Investment Process that combines long-term strategic thinking with proactive, short-term market responsiveness. Whether your clients are planning for retirement or just beginning their financial journey, we have the tools and expertise to help get them there. What you’ll do: Maintain a strong presence within your seven-branch network to build trusted relationships and credibility Lead client meetings to review portfolios, recommend strategies, and deepen wallet share Partner with licensed bankers to drive client engagement and deliver holistic financial solutions

Responsibilities:

Coach and mentor licensed branch employees to grow the referral pipeline Plan and conduct group and individual coaching sessions to enhance investment awareness Conduct internal and external seminars to foster business development and growth Prioritize client needs and introduce cross-functional services (lending, estate planning, deposits, etc.) Deliver a positive, consistent, and comprehensive client experience across all touchpoints Execute proactive post-appointment follow-up to maintain strong relationships and generate referrals What you’ll need: Brokerage industry experience in an advisory role Active Series 7 and 66 (or 63 and 65) licenses, plus required state insurance licenses Proven success building strong internal partnerships and external client relationships Ability to simplify complex financial concepts and deliver them in an approachable way Highly developed knowledge of investments, wealth management, and financial planning solutions Strong leadership, sales, and presentation skills with a focus on service excellence This is your chance to become the go-to Financial Advisor for the entire Knoxville market

• with the full support of a top regional firm and a powerful referral network behind you.