TVAMP
Base Pay Range
$90,000.00/yr - $130,000.00/yr
4 days ago—Be among the first 25 applicants.
TVAMP is a fully integrated financial planning and investment management firm located in Knoxville, TN. We are seeking a Financial Advisor to join our firm.
The Financial Advisor will meet with existing firm clients and provide holistic financial planning advice. This role is responsible for designing, presenting, and implementing financial planning solutions as well as maintaining client relationships. You will work with our client service team, our financial planning team, and senior advisors to provide excellent service to our clients.
Benefits
Starting salary of $90,000 - $130,000 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: $50,000 after one year
Long‑term disability
Mentorship and learning opportunities – big believers in continuing education and additional credentials for all staff members
Great working environment with professional growth opportunities
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 client’s 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
Bachelor's degree in psychology, finance, economics, business administration, or a related field
FINRA licenses, or the ability/desire to obtain
3-7 years of experience as a financial advisor/planner
Excellent communication skills and a strong work ethic
Ability to identify, meet, and follow through with client’s 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
Application Process 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.
Core Values At TVAMP, we are committed to our firm’s core values: 1) Living Life on Purpose, 2) Values Driven Planning, and 3) The Pursuit of Better.
Seniority Level Associate
Employment Type Full-time
Job Function Finance
Location Knoxville, TN
#J-18808-Ljbffr
4 days ago—Be among the first 25 applicants.
TVAMP is a fully integrated financial planning and investment management firm located in Knoxville, TN. We are seeking a Financial Advisor to join our firm.
The Financial Advisor will meet with existing firm clients and provide holistic financial planning advice. This role is responsible for designing, presenting, and implementing financial planning solutions as well as maintaining client relationships. You will work with our client service team, our financial planning team, and senior advisors to provide excellent service to our clients.
Benefits
Starting salary of $90,000 - $130,000 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: $50,000 after one year
Long‑term disability
Mentorship and learning opportunities – big believers in continuing education and additional credentials for all staff members
Great working environment with professional growth opportunities
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 client’s 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
Bachelor's degree in psychology, finance, economics, business administration, or a related field
FINRA licenses, or the ability/desire to obtain
3-7 years of experience as a financial advisor/planner
Excellent communication skills and a strong work ethic
Ability to identify, meet, and follow through with client’s 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
Application Process 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.
Core Values At TVAMP, we are committed to our firm’s core values: 1) Living Life on Purpose, 2) Values Driven Planning, and 3) The Pursuit of Better.
Seniority Level Associate
Employment Type Full-time
Job Function Finance
Location Knoxville, TN
#J-18808-Ljbffr