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Kinetic Wealth
Financial Planner & Lead Advisor
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Tennessee data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,508 / year median in Tennessee
+7% projected growth
Job Description
Kinetic Wealth is Hiring! We are looking for an experienced Financial Planner |
Location:
Knoxville, TN |Job Type:
Full-Time |Compensation:
Salary + variable compensation About Kinetic Wealth At Kinetic Wealth, we believe money is simply a tool. A tool for living well, giving generously, and building something meaningful. We are a fee-only, fiduciary planning firm based in Knoxville, TN, and we are passionate about helping cautious savers become capable stewards. We serve individuals, families, and organizations across East Tennessee and beyond with tax-aware planning, truly personalized advice, and the kind of clear, patient guidance that helps people make confident decisions. We are a small team with a big vision, and we are building something special. This is your invitation to join us on this journey. The Role We are looking for an experienced financial planner who loves the craft of comprehensive planning and, just as importantly, loves people. This is a hands-on role doing deep, thoughtful work that helps real people live better lives. You will work closely with clients and the rest of our team to build and maintain comprehensive financial plans, communicate options and recommendations clearly, support tax-aware planning strategies, and walk alongside clients through the moments that matter most. What You Will Do Prepare, maintain, and communicate comprehensive financial plans covering cash flow, investments, tax planning, insurance, and estate considerations Translate complex financial topics into simple, clear language that clients can understand and act on Support clients through major life transitions with patience, care, and sound advice Collaborate with the team using modern planning tools and technology Help improve our planning processes and contribute to a culture of learning and excellence What We Are Looking For CFP® designation (or equivalent credential(s) and experience) An authentic heart for serving others through creative, thoughtful, and holistic financial planning Strong analytical skills paired with the ability to communicate clearly and warmly Comfort with modern financial planning technology and a willingness to grow in knowledge, ability, and impact A collaborative spirit and a commitment to continuous improvement A firm belief in the fiduciary standard and demonstration of its application: clients always come first What We Offer Full-time employment with benefits, competitive salary, and variable compensation designed to reward premium client experience and outcomes A warm, supportive team culture grounded in integrity and family-like care The opportunity to help shape Knoxville's modern, client-first planning firm Meaningful work with clients who value and trust the guidance and relationship you bring West Knoxville office with flexibility to serve clients locally and virtually How to Apply If this sounds like the kind of work that excites you, we would love to hear your story. Tell us who you are, what drives you, and why Kinetic Wealth feels like a fit. Never pressure. Just a conversation. Kinetic Wealth is an investment adviser registered in Tennessee and serving clients in other states where properly registered or exempt from registration. We are an equal opportunity employer.Pay:
$70,000.00 - $500,000.00 per yearBenefits:
401(k) Employee discount Financial planning services Flexible schedule Health insurance Health savings account Paid time off Paid training Parental leave Professional development assistanceWork Location:
In personBenefits
- Paid Time Off (PTO)
- 401(k) Plans
- Professional Development
- Health Insurance