Are you a talented Financial Planner looking for a dynamic opportunity? Our firm is expanding and eager to welcome a new full-time team member.
About Us:
We are seeking a dedicated Financial Planner to join our independent, employee-owned financial planning firm and spearhead our expansion into the Knoxville, Tennessee market. This role is perfect for a seasoned advisor ready to establish a new office with comprehensive backing or one looking to bring an established book of business and be compensated for it.
About the Opportunity:
This position offers a unique chance to build and lead a client-focused practice in Knoxville, backed by a regional industry leader. You'll benefit from capital investment, training, operational support, and strategic resources, allowing you to focus on delivering exceptional client advisory. Whether bringing your own book of business or developing new client relationships, this role offers pathways to grow with support and independence.
What You'll Do:
Launch a New Office: Lead the growth of your own practice with the backing and resources of our established firm.
Offer Personalized Planning: Provide investment, retirement, insurance, and wealth management tailored to clients' unique goals.
Benefit from Extensive Support: Gain access to capital, resources, and a dedicated team to fuel your success.
Collaborate with a Network: Work alongside other industry professionals committed to financial leadership.
Focus on Client Service: Spend your time guiding clients while administrative tasks are supported by our operational team.
Why This Opportunity Stands Out:
Book of Business Flexibility: Bring your existing client base and be compensated or build a new one with the security of an established firm.
Growth-Focused: Access capital and strategic resources for rapid growth and client expansion.
Flexibility and Control: Shape your practice to align with your vision, with full support.
Who You Are:
A licensed, experienced financial planner with a background in personal finance, wealth management, or similar roles.
Entrepreneurial and ready to lead your own office, with the support of an established brand.
Skilled in relationship-building and passionate about delivering exceptional client service.
CFP or equivalent certification (preferred).
Join Us:
If you're ready to embark on a fulfilling journey with a supportive team dedicated to excellence and an exciting opportunity to start your own firm, apply now!