Registered Client Service Associate

About The Job

We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville.

This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.

Candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.

Primary Duties

• Serve as a point of contact for an assigned book of client households
• Pro-actively communicate with clients to maintain relationships and provide the highest level of service
• Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates
• Carefully coordinate internally across planning, tax, and investment teams to deliver a seamless client experience
• Maintain rigorous documentation and follow-through in Salesforce, the primary CRM
• For those interested, tools and resources will be provided to support preparation for the CFP® examination (not required)

About The Firm

We are committed to core values and delivering a high standard of service to clients. Living Life on Purpose

• Values Driven Planning
• The Pursuit of Better