What are the responsibilities and job description for the Financial Advisor position at RIA Recruiting?
TVAMP is a fully integrated financial planning and investment management firm located in Knoxville, TN and we are seeking a Financial Advisor to join our firm.
The Financial Advisor will be meeting with existing firm clients and providing holistic financial planning advice. This role is responsible for designing, presenting, and implementing financial planning solutions as well as maintaining client relationships. You will be working with our client service team, our financial planning team, and senior advisors to provide excellent service to our clients. Find out more about the firm at tvamp.com.
Benefits:
- Starting salary of $90,000 - $130,000 based on experience, with the expectation to grow over time
- Opportunity (though not required) to earn substantial bonus through new business development
- Unlimited PTO
- 401(k) with 6% match and ROTH option
- 100% company paid employee only premiums for health insurance
- Life/AD&D: $50,0000 after one year
- Long-term disability
- Mentorship and learning opportunities – we are big believers in continuing education and additional credentials for all staff members
- Great working environment with professional growth opportunities
- You will have access to a great team of professionals & back-office support
- Relocation stipend if needed
Primary Duties:
- Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals
- Lead client meetings with the plan to take over client relationships over time
- Delegate client service and financial planning tasks to appropriate team members
- Proactively communicate with clients to maintain relationships and provide excellent service
- Maintain notes, tasks, and activities in Salesforce
- Identify opportunities for client growth and new business
Qualifications:
- Bachelor's degree in psychology, finance, economics, business administration, or a related field
- CFP designation required
- FINRA licenses, or the ability/desire to obtain
- 3-7 years of experience as a financial advisor/planner
- Excellent communication skills and have a strong work ethic
- Ability to identify, meet, and follow through with client’s needs and requirements
- Must interact effectively with office staff and be a goal-oriented team player
- Strong attention to detail
- Experience with our tech would be plus, but not required: Salesforce, eMoney, Right Capital, Holistiplan, Income Labs, Jump AI, Box
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
At TVAMP, we are committed to our firm’s core values: 1) Living Life on Purpose, 2) Values Driven Planning, and 3) The Pursuit of Better. Find out more about the history and purpose of our firm here.
Salary : $90,000 - $130,000