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Financial Planning Associate

Knoxville, TN

Posted: 01/27/2025 Specialization: Accounting/Finance/Tax Job Number: 35963 Salary / Pay Rate: 65,000

Job Description

Our client, a financial services organization located in Knoxville, TN, is seeking a Financial Planning Associate to provide technical and client service support to the leadership team. This is an ideal role for the candidate seeking to a path to become a financial advisor. Qualified candidate must have prior experience in the financial services industry. Job responsibilities include:
o Providing support for financial planning engagements by:
1. Gathering and organizing data and client communication
2. Developing financial plan analyses and scenarios
3. Preparing presentations for client meetings, organizing notes and action items
o Organize projects by managing action items for the team, with a focus on moving client engagements forward
o Assist with projects and research as needed

Qualified candidate will have the following:
o Prior experience in the financial services industry with exposure to financial planning
o Proficiency in Microsoft Office, various financial planning tools, CRM and portfolio and document management software
o Bachelor's degree in business, accounting, finance, economics or related experience
o Pursuit of financial designation is preferred
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About Knoxville, TN

Ready to embrace new job opportunities in the vibrant area around Knoxville, Tennessee? Nestled in the eastern part of the Volunteer State, Knoxville offers a unique blend of Southern charm, scenic beauty, and exciting growth prospects for job seekers. From the iconic Sunsphere to the bustling Market Square, this region is brimming with historic landmarks, art galleries, theaters, and delicious Southern cuisine. Home to the beloved University of Tennessee Volunteers, as well as numerous parks and outdoor recreation areas along the Tennessee River, Knoxville provides the perfect backdrop for a fulfilling career and an enriching lifestyle. Explore our job listings now and discover why Knoxville is the perfect place to take your career to the next level!