Wealth & Financial Planning Lead | CFP, MoneyGuidePro

The Trust Company of Tennessee; Knoxville (TN); On-site; USD 90,000 - 140,000; Full time

Job summary

The Trust Company of Tennessee is seeking a seasoned Financial/Wealth Planner to join our Wealth Management team in Knoxville. You will develop comprehensive financial plans, collaborate with Relationship Managers, and guide clients toward their financial goals using MoneyGuidePro.

Key responsibilities include onboarding new clients, maintaining plans, and training colleagues on best practices. The ideal candidate has CFP®, 5–10 years of planning experience, and strong analytical and

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• 5 to 10 years of experience in financial planning.
• CFP® Professional.
• Deep analytical ability to analyze problems, test assumptions, propose solutions, and anticipate future problem areas before acting.
• Strong written and verbal communication skills with the ability to explain complex financial concepts simply.
• Organized and detail-oriented.
• Ability to work independently and in a team environment.
• Exquisite attention to detail and strong math skills.
• Experience with MoneyGuidePro required.
• Experience with Right Capital a plus.

Responsibilities

• Shows a commitment to The Trust Company’s Mission, Core Values, and Client Promise.
• Works with a team of Relationship Manager to help develop, maintain, update, present, and execute both simple and complex financial plans to clients.
• Sets guidelines for creating financial plans while ensuring quality control standards and providing training on best practices when creating those plans.
• Advises Relationship Managers on financial planning software, brainstorming, development, and implementation of enhancements to client’s financial plans.
• Acts as the subject matter expert on the administration of financial planning software and troubleshooting for other users.
• Engages with clients to understand their current financial status and financial goals.
• Analyzes client’s financial statuses to develop a strategy consistent with meeting the client’s goals.
• Effectively communicates TTC’s Investment Philosophy and Processes with clients, COIs, and prospects.
• Responds promptly to client communications and requests.
• Provides superior client service by providing follow-up documentation and responses to clients.
• Leads strategic efforts for financial planning.
• Stays current on financial planning topics, current events, and answers questions for team members.
• Maintains high standards of confidentiality of all records and information.
• Other duties as assigned.

Skills

Analytical ability

Written and verbal communication

Organized and detail-oriented

Independent and team work

Strong math skills

Education

Bachelor’s degree in finance, accounting, or related field

CFP® Professional

Tools

MoneyGuidePro

Right Capital

Job description

The Trust Company of Tennessee is seeking a seasoned Financial/Wealth Planner to join our Wealth Management team in Knoxville. You will develop comprehensive financial plans, collaborate with Relationship Managers, and guide clients toward their financial goals using MoneyGuidePro.

Key responsibilities include onboarding new clients, maintaining plans, and training colleagues on best practices. The ideal candidate has CFP®, 5–10 years of planning experience, and strong analytical and