Knoxville Financial Advisor: Personal Planning & Growth

Peachtree Planning Corporation; Knoxville (TN); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Peachtree Planning Corporation in Knoxville, TN is seeking a Financial Advisor to work directly with individuals, families, and business owners. You will assess financial situations, identify goals, and develop tailored strategies for planning, investments, retirement, and risk management.

Responsibilities include client meetings, data gathering, presenting recommendations, implementing plans, and ongoing reviews.

Qualifications

• Experience in financial planning and advisory with long-term client relationships.
• Able to explain investment options and risks clearly to clients.
• Knowledge of retirement planning, accumulation, and legacy strategies.
• Excellent communication, interpersonal, and presentation skills with an ethical approach.

Responsabilités

• Meet with clients to assess financial situations and goals.
• Gather and analyze financial data to develop tailored plans.
• Prepare and present recommendations and implement agreed strategies.
• Conduct ongoing portfolio and plan reviews; monitor market and regulatory changes.
• Maintain detailed client records and collaborate with internal/external professionals.

Connaissances

Financial Planning

Client Relationships

Investment Knowledge

Communication Skills

CRM Software

Formation

Bachelor's degree in Finance/Investments

Outils

Financial planning software

Description du poste

Peachtree Planning Corporation in Knoxville, TN is seeking a Financial Advisor to work directly with individuals, families, and business owners. You will assess financial situations, identify goals, and develop tailored strategies for planning, investments, retirement, and risk management.

Responsibilities include client meetings, data gathering, presenting recommendations, implementing plans, and ongoing reviews.