What are the responsibilities and job description for the Financial Planner, Investment Retirement Planning position at Knox Financial Services?
We are seeking a Financial Advisor to help develop client relationships and provide financial planning solutions. The right person will be creative, reliable, innovative, and an effective communicator with the ability to work independently.
Job Description
We take pride in our local ownership and family-owned culture, allowing us to objectively develop solutions for our clients. A book of business with fee-based assets will be provided.
Responsibilities:
- Develop client relationships and provide financial planning solutions.
- Work independently on projects and collaborate with the team as needed.
- Communicate effectively with clients and colleagues.
- Stay up-to-date with industry developments and best practices.
Requirements
To be successful in this role, you will need:
- A basic knowledge of financial planning.
- Appropriate securities registrations and insurance licenses.
- The ability to work independently and as part of a team.
- Excellent communication and interpersonal skills.
About Us
We are affiliated with a Registered Investment Adviser and Broker/Dealer, offering a broad variety of services and products. We provide solutions for complex planning issues for business owners, professionals, families, and retirees.
