TVAMP is an RIA in Knoxville, TN. We help clients get their financial life in order and make smart financial decisions.
The Financial Planner role will assist with the creation, delivery, and implementation of financial planning advice. This person will participate in client meetings, take copious notes, and assist with follow up items. The Financial Planner will also assist with data gathering and input. Ideally, the person who fills this position will have a passion for technical financial planning and will pursue a career track that is planning centric, not focused on managing relationships. If you are passionate about building financial plans but aren’t looking for a career in sales or business development, this may be the role for you.
Bachelors’ degree required. 1-3 years of financial planning experience. CFP® Professional preferred, but will consider those progressing toward designation. Experience with eMoney preferred. Strong attention to detail, a team-oriented attitude, and a client-first mentality are required. Commitment to the firm’s collaborative culture is also required.
Competitive annual salary and bonus based on firm profitability. 401(k) with 6% match and ROTH option. Group Health Insurance (at employees’ cost). Life/AD&D: $50,000 (eligible after 1 year). Long Term Disability. Unlimited PTO.