Registered Client Service Associate

About The Job Client Service Associate (a.k.a Service Advisor) We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.

Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.

Benefits

• Unlimited PTO with bonus targets
• 401(k) with 6% match and ROTH option
• Competitive health insurance benefits
• Life/AD&D Insurance: $50,000 after one year
• Long-term disability
• Professional development, training, and growth opportunities
• Supportive, team-oriented work environment
• Relocation stipend if needed

Primary Duties

• Serve as a point of contact for an assigned book of client households
• Pro-actively communicate with clients to maintain relationships and provide the highest level of service
• Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates
• Coordinate internally across planning, tax, and investment teams to deliver a seamless client experience
• Maintain rigorous documentation and follow-through in Salesforce, the primary CRM
• For those interested, tools and resources will be provided to support preparation for the CFP® examination (not required)

Qualifications

• 5+ years of client-facing experience in wealth management or financial planning (required)
• FINRA licensing (required)
• High ownership mentality - you follow through, communicate proactively, and clients notice
• Comfortable operating in a structured, process-oriented environment
• Proficiency with Salesforce or a comparable CRM (preferred)

About The Firm We are committed to core values and delivering a high standard of service to clients.

• Living Life on Purpose
• Values Driven Planning
• The Pursuit of Better