What are the responsibilities and job description for the Financial Advisor Position position at Knox Financial Services?
Knox Financial Services, a boutique financial planning firm with offices in multiple locations, is seeking an experienced Financial Advisor. The right candidate will have the opportunity to develop client relationships and enjoy the support of a collaborative team. Our local ownership and family-owned culture enable us to provide personalized solutions for our clients.
We are affiliated with a Registered Investment Adviser and Broker/Dealer, allowing us to offer a broad variety of services and products. As an Advisor with our firm, you will be able to help clients develop complex planning issues for business owners, professionals, families, and retirees.
- A book of business with fee-based assets will be provided.
- The ideal candidate is creative, reliable, innovative, and an effective communicator.
- A basic knowledge of financial planning is necessary for this position.
- Appropriate securities registrations and insurance licenses are required.