Financial Advisor (No Prospecting + ELITE Marketing)

Magellan Financial & Insurance Services, Inc.; Knoxville (IA); On-site; USD 45,000 - 500,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Advisor to spearhead their expansion into Knoxville. This exciting opportunity allows you to engage with qualified leads without the hassle of cold outreach, focusing solely on client relationships and personalized financial planning. You'll have the chance to develop tailored retirement strategies and drive business growth in a supportive environment. If you're passionate about helping clients achieve financial confidence and want to lead in a new market, this role is perfect for you.

Benefits

No prospecting required

Strong marketing support

Leadership opportunity

Competitive base salary

Generous commissions and bonuses

Qualifications

• Proven experience in financial advisory with a focus on retirement planning.
• Client-centered philosophy emphasizing trust and education.

Responsibilities

• Lead the Knoxville office and oversee client relationships.
• Deliver personalized retirement plans and maintain client satisfaction.

Skills

Financial Advisory

Client Engagement

Financial Planning

Communication Skills

Education

Bachelor's Degree in Finance

Certified Financial Planner (CFP)

Job description

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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.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance, Sales, and Business Development

Industries

• Financial Services, Investment Advice, and Insurance

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