What are the responsibilities and job description for the Junior Financial Advisor position at IAMS Wealth Management?
Location: Maryville, TN
Firm: Foothills Retirement Solutions Employment
Type: Full-Time
Position Overview:
Foothills Retirement Solutions is seeking a motivated and client-focused Junior Financial Advisor to join our growing team. This role is ideal for a recent graduate or early-career professional looking to develop a long-term career in financial planning and wealth management.
The ideal candidate is coachable, detail-oriented, and passionate about helping clients achieve financial success while building strong interpersonal relationships.
Key Responsibilities
- Assist senior advisors with financial planning, portfolio reviews, and client service
- Prepare financial plans, investment analyses, and client reports
- Support client meetings, including preparation and follow-up
- Maintain and update client records in CRM systems
- Conduct research on financial markets, products, and planning strategies
- Communicate with clients regarding account activity, documentation, and general inquiries
- Stay current with industry trends, regulations, and firm best practices
Qualifications
- Bachelor’s degree in:
- Accounting
- Finance
- Business
- Business Administration
- Strong analytical and problem-solving skills
- Excellent verbal and written communication skills
- Proficient with technology (Microsoft Office, CRM systems, financial planning software)
- Highly organized with strong attention to detail
- Ability to work both independently and as part of a team
Preferred Attributes
- Coachable with a strong desire to learn and grow
- Professional demeanor and client-first mindset
- Interest in obtaining industry licenses (Series 7, Series 66, or CFP® designation)
- Ability to manage multiple priorities in a fast-paced environment
What We Offer
- Competitive compensation and growth opportunity
- Mentorship and hands-on training
- Career path toward Financial Advisor role
- Professional development support (licensing, continuing education)
- Collaborative, team-oriented environment