What are the responsibilities and job description for the Junior Financial Advisor position at Visionary Horizons Wealth Management?
Company Description
Visionary Horizons (VH) is a unique independent wealth management firm that prioritizes culture and commitment over AUM or revenue targets. With a strategic goal of reaching $1 billion in AUM within 3 years and $3.5 billion within 10 years, VH aims to expand its client base, service offerings, and market presence while maintaining its core values of culture and independence. By empowering advisors within the Community Family Office™ model, VH ensures a seamless transition for both advisors and clients through comprehensive support, cutting-edge technology, and branding.
Role Description
This is a full-time on-site role for a Junior Financial Advisor located in Knoxville, TN. The Junior Financial Advisor will be responsible for financial planning, finance, retirement planning, investments, and financial advisory tasks on a day-to-day basis. This position may lead to long term Financial Advisor position with ownership potential.
Qualifications
- Financial Planning, Retirement Planning, and Financial Advisory skills
- Expertise in Finance and Investments
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team environment
- Bachelor's degree in Finance, Business, or related field
- Certifications such as CFP or CFA are a plus
Salary : $4