Registered Client Service Associate

Location: Knoxville, TN (On-Site) TVAMP is a financial planning and investment management firm located in Knoxville, TN. We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model — investments, planning, tax, insurance, and estate planning all under one roof — serving clients who have trusted us with the most important financial decisions of their lives. Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available. Starting salary of $70,000 – $90,000 based on experience Unlimited PTO with bonus targets 401(k) with 6% match and ROTH option Competitive health insurance benefits Life/AD&D Insurance: $50,000 after one year Long-term disability Professional development, training, and growth opportunities Supportive, team-oriented work environment Relocation stipend if needed Primary Duties Serve as a point of contact for an assigned book of client households Pro-actively communicate with clients to maintain relationships and provide the highest level of service Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates Coordinate internally across our planning, tax, and investment teams to deliver a seamless client experience Maintain rigorous documentation and follow-through in Salesforce, our primary CRM For those interested, you will be provided the tools and resources to pass the CFP examination (not required) Qualifications 5+ years of client-facing experience in wealth management or financial planning (required) FINRA licensing (required) High ownership mentality — you follow through, you communicate proactively, and clients notice Comfortable operating in a structured, process-oriented environment Proficiency with Salesforce or a comparable CRM (preferred) About TVAMP At TVAMP, we are committed to our core values. Click here to read more. #J-18808-Ljbffr