Private Wealth Client Advisor Assistant

Strategic Financial Partners

Knoxville (TN)

On-site

USD 60,000 - 90,000

Full time

6 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

401(k)

Paid time off

Firm holidays

Licensing support

Professional development

Job summary

Strategic Financial Partners in Knoxville is seeking a Client Advisor Associate to support the advisory team with client relationship management, portfolio servicing, and day-to-day execution. This on-site role is ideal for licensed professionals seeking hands-on exposure in a high-performing private wealth practice within a Fortune 100 financial services organization.

You will work with advisors on meetings, performance reports, account openings, transfers, and trade execution, while

Qualifications

Active SIE, Series 7 and Series 66 licenses are required.
Minimum 3 years of experience in wealth management or financial advisory support.
Strong knowledge of investment products, account types and compliance requirements.
Excellent organization and client-facing documentation skills.
Clear written and verbal communication, able to manage multiple priorities.

Responsibilities

Serve as primary contact for clients on servicing, paperwork, and day-to-day requests.
Prepare for and support client meetings with reports and agendas.
Assist with implementation of financial plans, account openings, transfers, and trade execution under advisor direction.
Maintain CRM records and ensure compliance documents are current.
Coordinate with operations, compliance, planning to resolve client needs.