LBMC Staffing Solutions, LLC

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Financial Planner-10569-7

Location : Knoxville, TN
Job Type : Direct
Hours : Full Time
Required Years of Experience : 5+
Required Education : Bachelor's Degree in Accounting or Finance
Travel : No
Relocation : No
Job Industry : Banking - Financial Services
Job Category : Financial Services

Job Description :
Our client, a growing financial advisory firm based in Knoxville, has an immediate need for an experienced Financial Planner.  This is a salaried position that will support the firm's advisors in providing service and recommendations to clients using a comprehensive financial planning approach.  Unique opportunity for someone who wants a career in financial planning without production or sales quotas.

 


Required Qualifications :
Minimum requirements include a BS Degree (preferably in Finance or Accounting) and at least 5 years' experience in providing comprehensive personal financial planning for HNW clients.  Relevant certifications (CFP, CPA/PFS, CFA, CRC, etc.) are strongly preferred.  A stable work history, strong academic credentials, and impeccable references are also required.  Starting salary is open depending on the candidate's experience and credentials
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