What are the responsibilities and job description for the Retirement Planning Specialist (No Prospecting + ELITE Opportunity) position at Magellan Financial?
About Us
Guardian Investment Advisors is a fast-growing, independent financial advisory firm committed to helping pre-retirees and retirees achieve financial confidence through comprehensive retirement planning. Headquartered in Chattanooga, TN, we offer a holistic approach to wealth management and retirement income strategies tailored to each client’s unique goals.
Due to strong growth and demand, we are expanding into Knoxville with a brand-new office. This expansion creates a unique opportunity for an experienced and driven Financial Advisor to take the lead in building and managing our presence in the region—serving a consistent stream of qualified prospects without the need for cold outreach.
Position Summary
We are seeking a dynamic Financial Advisor to lead our Knoxville market. This role is centered around client engagement, financial planning, and growing the business locally. Unlike traditional advisory positions, this role does not require prospecting—our in-house marketing team generates and qualifies all leads.
Key Responsibilities
- Lead the Knoxville Office: Serve as the primary advisor overseeing client relationships and business development in the new market.
- Work with Qualified Leads: Meet with pre-screened prospects provided by the firm, understand their retirement objectives, and guide them through a tailored planning process.
- Deliver Holistic Retirement Plans: Create personalized strategies utilizing AUM solutions, fixed indexed annuities, and other financial products aligned with client goals.
- Drive Business Growth: Convert prospects into long-term clients through relationship-focused, consultative conversations.
- Maintain Client Relationships: Offer ongoing support and service to ensure client satisfaction, retention, and continued success of financial plans.
- Educate and Empower: Clearly explain investment options and retirement strategies in a way that is accessible and engaging for clients nearing or in retirement.
What We’re Looking For
- Proven Experience as a Financial Advisor: A strong track record of converting qualified prospects into long-term clients, particularly in the retirement planning space.
- Client-Centered Philosophy: A consultative approach that builds trust and emphasizes education over sales pressure.
- Excellent Communication Skills: Confident in leading discussions, simplifying complex topics, and delivering clear, persuasive recommendations.
Why Join Guardian Investment Advisors?
- No prospecting or cold-calling – qualified leads provided
- Strong support from a proven marketing engine
- Leadership opportunity in a new and growing market
- Competitive base salary plus generous commissions and bonuses
- Be part of a client-focused, mission-driven advisory team
If you're ready to take the next step in your financial advising career and want to lead a new market with a flow of warm leads, we’d love to hear from you.
Job Type: Full-time
Pay: $65,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
- Commission pay
- Profit sharing
Ability to Commute:
- Knoxville, TN 37929 (Required)
Work Location: In person
Salary : $65,000 - $120,000
