What are the responsibilities and job description for the Financial Services Manager position at Knox Financial Services?
Knox Financial Services, a boutique financial planning firm, seeks a Financial Advisor. As an advisor with our firm, you will enjoy the opportunity to develop client relationships, backed by the support of a collaborative team and the structure of an established practice.
We pride ourselves on local ownership, local decisions, and a family-owned culture, allowing us to develop objective solutions for our clients. A book of business with fee-based assets will be provided.
The right person is creative, reliable, innovative, and an effective communicator. Ability to work independently on projects is essential.
A basic knowledge of financial planning is necessary for this position. Appropriate securities registrations and insurance licenses are also required.
We are affiliated with a Registered Investment Adviser and Broker/Dealer, offering a broad variety of services and products. Our team provides solutions for complex planning issues for business owners, professionals, families, and retirees.
