Wealth Advisor - Knoxville
Only for registered members Knoxville, United States
1 month ago
* This salary range is an estimation made by beBee
Job summary
Wealth Advisor, CFP. Develop and deliver comprehensive financial advice to an existing book of client relationships; includes use of financial planning tools such eMoney, Right Capital, Holistiplan, and Income Labs. Pro-actively communicate with clients to maintain relationships and provide the highest level of service. Collaborate with client service professionals. Work closely with financial planners on complex cases. Manage and nurture pipeline of leads provided by TVAMP through multiple marketing channels. Maintain diligent notes and activity log in Salesforce CRM.Qualifications
- Bachelors' degree (required)
- FINRA Licensed (required)
- CFP (required)
- Commitment to continuous learning and development
- Team-oriented attitude
- Client-first mentality
- Commitment to TVAMP's collaborative culture
The Perks
- Competitive annual salary which grows over time
- Opportunity to earn substantial bonus through new business development
- 401(k) with 6% match and ROTH option
- Unlimited PTO
- Group Health Insurance
Job description
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