What are the responsibilities and job description for the Wealth Management Advisor position at Knox Financial Services?
We're looking for a skilled Financial Services Professional to join our team at Knox Financial Services. As a professional, you'll have the opportunity to help develop financial strategies and solutions for our clients.
We take pride in our local ownership and family-owned culture, which allows us to provide personalized service and develop tailored solutions for our clients. A book of business with fee-based assets will be provided.
The ideal candidate is someone who is creative, reliable, and an effective communicator. They should have a basic knowledge of financial planning and relevant securities registrations and insurance licenses.
We're affiliated with a Registered Investment Adviser and Broker/Dealer, giving us access to a wide range of services and products. Our team works with business owners, professionals, families, and retirees to provide customized solutions for their financial needs.
