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

Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Knoxville, TN vacancy

Financial Advisor - Knoxville, TN
...Financial AdvisorAt Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals... ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience...
Suggested
Local area
Immediate start
Remote work
Corebridge Financial
Knoxville, TN
4 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Knoxville, TN
1 day ago
Merrill Experienced Financial Advisor
$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the...
Suggested
Shift work
Day shift
Bank of America
Knoxville, TN
13 hours ago
US Experienced Financial Advisor
$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key... ...health savings account, and flexible spending account. All associates are eligible for the Employee Assistance Program. Earn Salary...
Suggested
Work at office
Home office
Flexible hours
Edward Jones
Knoxville, TN
13 hours ago
Financial Advisor
...Pinnacle Financial Advisor PositionAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...
Suggested
Work at office
Pinnacle Bank
Knoxville, TN
4 days ago
Financial Advisor - Knoxville, TN
...Who We Are At Corebridge Financial, we believe action is everything. That's why every... ...Services. We are searching for a Financial Advisor to provide a personalized retirement and... ...-SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.2...
Local area
Immediate start
Remote work
Relocation
Corebridge Financial
Knoxville, TN
3 days ago
Financial Advisor
$43.89k - $150k
...your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering... ...section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the...
Full time
Temporary work
Local area
Flexible hours
Regions Bank
Knoxville, TN
5 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...center of our partnership. Edward Jones associates are seen, heard, respected, and...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Knoxville, TN
4 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Knoxville, TN
5 days ago
Field Tech Senior Associate
...to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Field Tech Senior Associate to join our team in Knoxville, Tennessee (US-TN), United States (US).The Desktop Support Analyst (Technician) will be responsible...
Remote work
NTT DATA
Knoxville, TN
1 day ago
Financial Advisor
$5,000 per month
...Job Description Job Description What You’ll Do As a Financial Professional / Team Leader, you will: Build your own practice... ...goals. Work closely with your team and learn from experienced advisors through collaboration Stay up to date on financial concepts...
Contract work
Work at office
Flexible hours
Peachtree Planning
Knoxville, TN
26 days ago
Senior Associate, Workday Security
$96.05k - $206.08k
...consider a career in Advisory.KPMG is currently seeking a Senior Associate, Workday Security to join our Advisory Technology Organization... ...or two or more full lifecycle engagements implementing Financials or Human Capital Management with hands-on Workday implementation...
H1b
Local area
KPMG
Knoxville, TN
4 days ago
Financial Advisor
$43.89k - $150k
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the... ...role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $4...
Full time
Temporary work
Local area
Flexible hours
Regions Bank
Knoxville, TN
2 days ago
Financial Advisor
$43.89k - $150k
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the... ...role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $4...
Full time
Temporary work
Local area
Flexible hours
Cetera Financial Group
Knoxville, TN
5 days ago
Financial Advisor
A Financial Representative at Northwestern Mutual Knoxville helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from...
Northwestern Mutual - Knoxville
Knoxville, TN
3 days ago
(USA) Freight Flow Associate
Sam's Club | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | 2920 East Towne Mall Circle | Responsibilities: Operate forklift safely to pick up, move, and position merchandise pallets; Receive, stock, and organize inventory...
Immediate start
Sam's Club
Knoxville, TN
13 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Knoxville, TN
1 day ago
Cafe Associate
$47.84k - $55.02k
...place where we move dreams forward, a chance for you to help make financial freedom a reality for everyone in our community. But while... ...Sales or Customer Service experience Preferred Qualifications: Associate's degree 2+ years of Retail or Customer-facing experience...
Full time
Part time
Local area
Capital One
Knoxville, TN
3 days ago
Engineering Associate
...Career Opportunities with McGill Associates, P.A. A great place to work. Join our team! Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates on new positions. About McGill Associates Since 1984, McGill...
Internship
Relocation package
Flexible hours
McGill Associates
Knoxville, TN
3 days ago
WORKSTATION ASSOCIATE (FULL TIME)
$16.5 per hour
...Morrison Healthcare We are hiring immediately for full time WORKSTATION ASSOCIATE positions. Location : Parkwest Medical Center - 9352 Park West Boulevard, Knoxville, TN 37923. Note: online applications accepted only . Schedule : Full time schedule;...
Hourly pay
Full time
Part time
Local area
Immediate start
Remote work
Flexible hours
Compass Group, North America
Knoxville, TN
5 days ago
Full-Time Center Associate
The Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of-sale devices. The Associate expertly advises...
Full time
Work at office
The UPS Store
Knoxville, TN
5 days ago
Design Associate
$70 - $100 per hour
...solving problems behind the bar or in customer service, you already have what it takes to succeed here. At Art of Drawers, Design Associates use those same skills to help clients solve frustrating home storage issues with custom solutions. No design degree required....
Immediate start
Work from home
Home office
Flexible hours
Art of Drawers Knoxville
Knoxville, TN
3 days ago
Produce Associate
Sam's Club | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | 2920 East Towne Mall Circle | Responsibilities: Provide exceptional customer service to members; Receive and stock merchandise in an organized manner; Maintain ...
Immediate start
Sam's Club
Knoxville, TN
2 days ago
Outside Recovery Associate
...with complimentary popcorn and coffee. It's just one way we show our appreciation for their support. At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment...
Work at office
Rural King
Knoxville, TN
13 hours ago
Engineering Associate
Job PostingEqual Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status or on the basis of disability. Equal Opportunity Employer...
Barge Design Solutions, Inc.
Knoxville, TN
2 days ago
Lot Associate
...Lot Associate | Home Depot Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store....
Home Depot
Knoxville, TN
4 days ago
Distribution Center Associate
Job Description Assists with the daily operations including receiving, loading and unloading trucks, sorting, pricing, processing shipping and receiving paperwork, and shipping merchandise to and from the VolShop locations. Assist with VolShop Order Fulfillment/e-commerce...
Full time
Work visa
University of Tennessee
Knoxville, TN
3 days ago
Shipping Associate
PrideStaff - - Responsibilities: Process and prepare orders including picking, packing, and labeling for shipment; Coordinate with carriers for pickups and shipping documents; Track shipments to ensure timely delivery; Operate warehouse equipment such as forklifts, hand...
PrideStaff
Knoxville, TN
1 day ago
Remote Substation Design Associate II (AutoCAD)
A leading engineering firm is seeking an Associate Designer responsible for creating designs for high voltage substation projects. The role requires proficiency in AutoCAD and involves working closely with a Substation Engineering Group Lead. Candidates should have an Associate...
Remote work
Mesa Associates
Knoxville, TN
13 hours ago
Visual Display Associate
Exciting Career Opportunities in the Automotive Industry! Are you passionate about cars and looking to turn your passion into a fulfilling career? INTEGRO is seeking enthusiastic individuals to join our team as Automotive Photographer. No experience? No problem! We provide...
Weekly pay
Full time
Part time
Start working today
Flexible hours
Shift work
Weekend work
Integro Insurance Brokers
Knoxville, TN
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!