- Familiarity with investment plans as created by Wealth Planners
- Understanding how each investment works together
- Knowledge of individual account types and the specific investments within each account
- Timely submission of corresponding client data to ensure speed and accuracy
- Attention to detail
- Moderate Microsoft Office skills
- Client interaction on a regular basis to handle inquires, complaints, and requests in person or via phone
- Previous experience in finance or other related fields preferred
- Familiarity with investment products and services preferred
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
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Service Team Member - Knoxville - Blue Ridge Wealth

Description
Job Description
Job DescriptionAbout This Job
After a Wealth Planner creates a financial plan and our Onboarding Team implements it, the Service Team becomes the long term relationship between Blue Ridge Wealth Planners and its clients. This position begins with learning to fulfill service requests such as fielding client questions over the phone, performing beneficiary or allocation changes, preparation for review meetings, and working with custodians and various financial and insurance institutions to transition assets from new business that arises in client review meetings.
Once familiar with these duties, you will be expected to pass the Series 65 securities exam and become a Wealth Coordinator at which point you will not only prepare for and implement action items from client review meetings, but also conduct those meetings yourself.
Our Service Team is defined by the following formula: Speed = Trust. If we are accurate and timely in implementing a client's investment needs, we can create trust between our clients and our advisors. Specifically this requires:
Qualifications:
Candidate currently holding Series 65 can more quickly progress to Wealth Coordinator position
Company Description Blue Ridge Wealth Planners is an SEC-registered RIA that has been advising over a thousand families in East Tennessee since 2004.Company Description
Blue Ridge Wealth Planners is an SEC-registered RIA that has been advising over a thousand families in East Tennessee since 2004.-
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Restaurant Team Member
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Crew Team Member
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Restaurant Team Member
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Daytime Team Member
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Facilities Team Member
Full time Knox Area Rescue Ministries- Knoxville
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Housekeeping Team Member
Knox Area Rescue Ministries- Knoxville
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Cashier Team Member
The Fresh Market Inc- Knoxville
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Grocery Team Member
The Fresh Market- Knoxville, TN
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Cashier Team Member
The Fresh Market- Knoxville
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Frontline Team Member
Full time Knox Area Rescue Ministries- Knoxville
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Restaurant Team Member
Full time Fazoli's- Knoxville
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Admin Team Member
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Housekeeping Team Member
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Warehouse Team members
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Restaurant Team Member
Full time Fazoli's- Knoxville
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Guest Service Team Member
Wingstop- Knoxville