LBMC Staffing Solutions, LLC

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Investment Analyst (12930-7)

Location : Knoxville, TN
Job Type : Direct
Hours : Full Time
Required Years of Experience : 2
Required Education : BS
Travel : No
Relocation : No
Job Industry : Investment Firm
Job Category : Financial Services

Job Description :
Unique opportunity available with Knoxville-based family office/private trust organization.  Looking for a knowledgeable investment/financial planning professional who prefers a role without sales or production expectations.  Specific responsibilities will include educating and counseling clients to develop personalized portfolio strategies.  Company has a strong commitment to providing quality of life (4 weeks vacation to start).  Base salary $65-70K plus bonus potential (up to 40%) and exceptional benefits.  Relocation assistance available.
Required Qualifications :
Minimum requirements include a Bachelor's degree in Finance or Accounting (MBA a plus) with at least two years' relevant experience in financial planning and/or investment/portfolio analysis.  Must have strong interpersonal skills, especially the ability to help educate clients on financial terms and concepts. Strong MS Office skills (especially Excel) are a must.  CFP certification strongly preferred.  
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