What are the responsibilities and job description for the Financial Advisor position at Knox Financial?
Knox Financial Services, a boutique financial planning firm with offices in Decorah, West Union, and Ottumwa, is seeking a Financial Advisor.
- As an Advisor with our firm, you will enjoy the opportunity to help develop client relationships backed with the support, technology, collaborative team knowledge, experience and structure of an established financial planning practice.
- We are seeking a very special individual. We offer a client-centric, professional and fast-paced environment.
- We utilize smart technology, leading products and services that are also available from national firms, but retain our independence, allowing us to focus on our clients' needs, not a corporate agenda.
- We take pride in our local ownership, local decisions and a family-owned culture, allowing us to objectively develop solutions when working with our clients.
- We believe our clients benefit from our collaborative team approach.
- A book of business with fee-based assets will be provided.
- This position can be either W-2 or 1099.
Qualifications, Desired Skills and Experience :
We do business with clients throughout the nation. We are affiliated with a Registered Investment Adviser and Broker / Dealer, allowing us to offer a broad variety of services and products. We provide solutions for complex planning issues for business owners, professionals, families, and retirees.
If you are a self-starter and have the desire to enjoy the life style of living in Iowa, consider our firm.
