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.