Associate Financial Advisor

Teksky LLC

Knoxville, TN

What You'll Own Day-to-Day

1. Wealth Management Operations & Client Service

Handle account opening, transfers, and pending applications
Field client service calls: distributions, statements, account questions, etc.
Handle day-to-day account maintenance, including money movement, rebalancing, tax-loss harvesting, etc.
Maintain clean records in CRM and compliance systems

2. Financial Plan Production

Build complete financial plans from discovery data using RightCapital and other tools, which you'll combine into a proprietary Retirement Blueprint deliverable
Document and refine workflows as you master them so the process can be scaled and delegated over time
Prep lead advisors on plan details and specific recommendations
Join plan delivery meetings as the technical expert to explain recommendations

About You

Licensing: Series 7 and 66, or ability to obtain within 90 days
Credentials: CFP® preferred; CFP/ChFC in-progress with <18 months to completion considered
Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops
Technical: Experience with financial planning software (we use RightCapital - easy to learn if you've worked with similar tools)
Knowledge: Retirement income planning, tax-aware withdrawals, Social Security, portfolio construction

You'll thrive here if you:

Like being the expert behind the scenes more than chasing a sales quota
Are comfortable talking to clients - answering questions and explaining strategies, even if you're not closing deals
Document processes, improve them, and don't need to be chased for follow-through
Want zero cold-calling, seminar travel, or sales quotas, and prefer to win by doing exceptional planning and service

Apply

Vacancy posted 4 days ago

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