Financial Planner

The Trust Company of Tennessee • Knoxville, TN

4d

About The Position

The Financial/Wealth Planner will play a vital role in helping clients achieve their financial goals. This position involves developing comprehensive financial planning strategies and utilizing financial planning software such as Money Guide Pro to deliver top-tier services. This position will support a team of Relationship Managers in all aspects of the business, including new client onboarding, relationship management, planning, and routine client service.

Requirements

• Bachelor’s degree in finance, accounting, or related field
• 5 to 10 years of experience in financial planning
• CFP® Professional
• Deep analytical ability to analyze problems, test assumptions, propose solutions, and anticipate future problem areas before acting
• Strong written and verbal communication skills with the ability to explain complex financial concepts simply
• Organized and detail-oriented
• Ability to work independently and in a team environment
• Exquisite attention to detail and strong math skills
• Experience with MoneyGuidePro required

Nice To Haves

• Experience with Right Capital a plus

Responsibilities

• Shows a commitment to The Trust Company’s Mission, Core Values, and Client Promise.
• Works with a team of Relationship Manager to help develop, maintain, update, present, and execute both simple and complex financial plans to clients.
• Sets guidelines for creating financial plans while ensuring quality control standards and providing training on best practices when creating those plans.
• Advises Relationship Managers on financial planning software, brainstorming, development, and implementation of enhancements to client’s financial plans.
• Acts as the subject matter expert on the administration of financial planning software and troubleshooting for other users.
• Engages with clients to understand their current financial status and financial goals.
• Analyzes client’s financial statuses to develop a strategy consistent with meeting the client’s goals.
• Effectively communicates TTC’s Investment Philosophy and Processes with clients, COIs, and prospects.
• Responds promptly to client communications and requests.
• Provides superior client service by providing follow-up documentation and responses to clients.
• Leads strategic efforts for financial planning.
• Stays current on financial planning topics, current events, and answers questions for team members.
• Maintains high standards of confidentiality of all records and information.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level