? Urgent Search! Financial Planner Position Available In Knox, Tennessee
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Job Description
Job Description:
Description:
About Us At Larson Financial Group, we arecommitted to helping our clients build a secure financial future.
Our team delivers comprehensive wealth management services with apersonalized touch, and we’re looking for a dedicated FinancialPlanner to join our growing Knoxville office. This is an excitingopportunity for a motivated individual who is passionate aboutfinancial planning, delivering exceptional client service, andbuilding long-term relationships. About the Role As a FinancialPlanner, you’ll work closely with clients to help them achievetheir financial goals. From preparing and conducting clientmeetings to developing tailored financial plans, you’ll be a keyplayer in delivering a high-touch, concierge-style experience.
You’ll collaborate with advisors and internal teams to ensureclient satisfaction while growing your own expertise and career ina fast-paced and supportive environment.
Requirements:
What You’llDo
- Prepare for and lead client meetings
- Collect and organizeclient data to build financial plans
- Construct insuranceillustrations and financial scenarios
- Communicate investmentrecommendations in collaboration with the advisory team
- Trackplanning process milestones and follow up on action items
- Deliverproactive, high-quality service to retain top clients
- Maintainaccurate data in CRM and financial planning software
- Createthoughtful client “touches” to cultivate referrals
- Manageonboarding and ongoing client service processes
- Resolve clientinquiries and provide trusted support What We’re Looking ForQualifications
- Minimum 2 years of experience in financialplanning or a related field
- Series 7 and 66 licenses required
- CFP designation is a plus
- Bachelor’s degree or equivalent workexperience
- Familiarity with the insurance and financial servicesindustry
- Experience using Salesforce and financial planningsoftware (e.g., eMoney, MoneyGuidePro) Skills & Attributes
- Exceptional interpersonal skills, with the ability to build trustin-person, virtually, and by phone
- Strong written and verbalcommunication skills with high attention to detail
- Proficiency inMicrosoft Office and Outlook
- Professionalism in appearance,attitude, and work ethic
- Adaptable, proactive, and comfortableworking in a dynamic environment
- Strong organizational skillswith the ability to prioritize and follow through
- Commitment tomaintaining confidentiality and upholding regulatory standards WhyJoin Larson Financial Group? We offer a competitive benefitspackage and an engaging work culture that supports personal andprofessional growth:
- Profit Sharing Bonus Program
- 401(k) withEmployer Match (up to 4%)
- Comprehensive Medical, Dental, andVision Insurance
- Company-paid Long-term Disability, LifeInsurance, and EAP
- Voluntary Short-term Disability andSupplemental Insurance
- Generous PTO (112 hours after 90 days) 12Paid Holidays
- Training, Development, and EducationalOpportunities
- Company Events, Recognition Awards, and TeamActivities Ready to take the next step in your financial planningcareer?
Apply now and become part of a team that values integrity,service, and meaningful client relationships.
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