Details
Posted: 05-Aug-22
Location: KNOXVILLE, Tennessee
Type: Full Time
Preferred Education: 4 Year Degree
Salary: Base salary benchmarked
Categories:
Finance
Sector:
Wealth Management
Salary Details:
•Base salary benchmarked to position and experience.
•SIMPLE IRA with a company match.
•Annual discretionary company profit sharing.
•Paid holidays, vacation, and sick leave.
•Employer-paid individual health insurance is offered through Blue Cross Blue Shield.
•Professional Designations (CFP®, CKA®, etc.) reimbursement.
•Service Days – an employee is eligible for two additional paid days off dedicated to service.
•Other at the discretion of Ownership
Preferred Education:
4 Year Degree
Asset Planning Corporation, an independent (RIA) Registered Investment Advisor firm located in Knoxville, TN, is seeking an experienced Financial Planner to assist in our mission of guiding and educating clients to meet their financial challenges and achieve their life goals to build a more secure financial future. This person will play a vital role in the organization's future success (an interest in equity participation is encouraged). We are looking for a seasoned financial planner with outstanding communication skills and a servant-heart who wants to join our team in providing a comprehensive and personal financial planning experience to our clients.
Responsibilities
- Provide top-class fiduciary advice to our clients about financial strategies and implementation.
- Prepares customized financial plans in a manner that is tailored to the needs of the clients.
- Handle communication with client base, including phone calls, emails, and meetings.
- Build and maintain relationships with client base.
- Maintain all continuing education requirements of a planner plus required training elements.
- Adhere to all company and industry compliance policies.
- Contribute to the growth of the firm.
- Strives to grow and develop an appropriate skillset to enhance contribution to client relationships.
Qualifications
- Alignment with our Core Values and Mission Statement.
- Five+ years of client-facing experience in the financial services profession.
- Knowledge of financial planning/office tools (MoneyGuide Elite, AdvisorEngine CRM (Junxure), Tamarac, Microsoft office, etc.) preferred.
- CFP® designation (Certified Financial Planner™) is strongly preferred.
- Advanced analytical and critical thinking skills.
- Business development skills.
- Marketing skills.
- Exceptional interpersonal and communication skills.
- Positive attitude and extraordinary desire to serve clients and co-workers with excellence.
- Professional demeanor.
- Ability to manage multiple tasks and time-sensitive priorities.
Our Core Values
- Integrity
- Respect
- Relationships
- Service
- Excellence
Vision Statement
- APC provides financial planning with unwavering integrity and trustworthiness.
Mission Statement
- APC's mission is to cultivate a long-term, trusting relationship with anyone who seeks financial planning and investing expertise.
