Financial Advisor
Share
Job Location:
Knoxville, TN - USA
Yearly Salary:
$ 90 - 130
Posted on:
12-10-2025
Vacancies:
1 Vacancy
Job Summary
TVAMP is a fully integrated financial planning and investment management firm located in Knoxville TN and we are seeking a Financial Advisor to join our firm.
The Financial Advisor will be meeting with existing firm clients and providing holistic financial planning advice. This role is responsible for designing presenting and implementing financial planning solutions as well as maintaining client relationships. You will be working with our client service team our financial planning team and senior advisors to provide excellent service to our clients. Find out more about the firm at .
Benefits:
- Starting salary of $90000 - $130000 based on experience with the expectation to grow over time
- Opportunity (though not required) to earn substantial bonus through new business development
- Unlimited PTO
- 401(k) with 6% match and ROTH option
- 100% company paid employee only premiums for health insurance
- Life/AD&D: $500000 after one year
- Long-term disability
- Mentorship and learning opportunities we are big believers in continuing education and additional credentials for all staff members
- Great working environment with professional growth opportunities
- You will have access to a great team of professionals & back-office support
- Relocation stipend if needed
Primary Duties:
- Prepare financial analysis for clients that consider their specific preferences values goals and priorities with a vision to accomplish the clients personal and financial goals
- Lead client meetings with the plan to take over client relationships over time
- Delegate client service and financial planning tasks to appropriate team members
- Proactively communicate with clients to maintain relationships and provide excellent service
- Maintain notes tasks and activities in Salesforce
- Identify opportunities for client growth and new business
Qualifications:
- Bachelors degree in psychology finance economics business administration or a related field
- CFP designation required
- FINRA licenses or the ability/desire to obtain
- 3-7 years of experience as a financial advisor/planner
- Excellent communication skills and have a strong work ethic
- Ability to identify meet and follow through with clients needs and requirements
- Must interact effectively with office staff and be a goal-oriented team player
- Strong attention to detail
- Experience with our tech would be plus but not required: Salesforce eMoney Right Capital Holistiplan Income Labs Jump AI Box
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates will be asked to take assessments.
At TVAMP we are committed to our firms core values: 1) Living Life on Purpose 2) Values Driven Planning and 3) The Pursuit of Better. Find out more about the history and purpose of our firm here.
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us a ... View more
