What are the responsibilities and job description for the Financial Services Expert position at Knox Financial Services?
Knox Financial Services, a boutique financial planning firm, is seeking an experienced Financial Advisor. This opportunity allows you to develop client relationships backed by the support of a collaborative team, access to cutting-edge technology, and the structure of an established practice.
We take pride in our local ownership, making local decisions, and maintaining a family-owned culture that enables us to provide objective solutions for our clients. A book of business with fee-based assets will be provided to the successful candidate.
The ideal person for this position is creative, reliable, innovative, and an effective communicator. They should be able to work independently on projects and have a basic knowledge of financial planning. Additionally, they must hold appropriate securities registrations and insurance licenses.
Our company culture values giving back to the community, and we encourage all team members to participate in community outreach programs. By working with us, you'll be part of a team that offers a broad range of services and products through our affiliation with a Registered Investment Adviser and Broker/Dealer.
