We are a small, boutique financial planning firm based in Knoxville seeking a recent University of Tennessee (UTK) finance graduate to join our team. This is an excellent long-term opportunity for someone looking to build a career in financial planning within a supportive, growth-oriented environment.
About the Role
This position is ideal for a candidate who is detail-oriented, relationship-focused, and interested in developing deep expertise in financial planning over time. Due to the nature of the role and training investment, we are specifically seeking someone committed to living and working in the Knoxville area long-term.
Key Responsibilities
· Provide administrative and operational support to advisors
· Maintain and service existing client relationships (no cold calling or sales quotas)
· Assist with client onboarding, documentation, and account maintenance
· Support financial planning processes and client communications
Qualifications
· Bachelor’s degree in Finance (UTK preferred)
· Strong organizational and communication skills
· High attention to detail and professionalism
· Interest in a long-term career in financial planning
· Commitment to remaining in Knoxville
Licensing & Development
· Must obtain Series 7 license within 12 months (firm-sponsored)
· All training and licensing costs covered by the firm
· Ongoing mentorship and professional development
Compensation & Benefits
· Competitive compensation with strong long-term income potential
· 35-hour work week with excellent work-life balance
· Supportive, team-oriented environment
· Clear path for growth within the firm
Why Join Us? This is a rare opportunity to enter the financial planning industry without a sales-driven role, while gaining hands-on experience and building meaningful client relationships in a stable, long-term career path.
Pay: From $50,000.00 per year
Benefits:
Work Location: In person
