Allegiance Financial Group Advisory Services (AFGAS) · 7 hours ago
Financial Advisor
Knoxville, TN
Full-time
Onsite
Mid, Senior Level
$90K/yr - $130K/yr
3+ years expAllegiance Financial Group Advisory Services (AFGAS) is a fully integrated financial planning and investment management firm located in Knoxville, TN. They are seeking a Financial Advisor to provide holistic financial planning advice, maintain client relationships, and collaborate with internal teams to deliver excellent service to clients.
Financial ServicesRetirementWealth Management
Responsibilities
Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals
Lead client meetings with the plan to take over client relationships over time
Delegate client service and financial planning tasks to appropriate team members
Proactively communicate with clients to maintain relationships and provide excellent service
Maintain notes, tasks, and activities in Salesforce
Identify opportunities for client growth and new business
Qualification
Required
Bachelor's degree in psychology, finance, economics, business administration, or a related field
CFP designation required
FINRA licenses, or the ability/desire to obtain
3-7 years of experience as a financial advisor/planner
Excellent communication skills and have a strong work ethic
Ability to identify, meet, and follow through with client's needs and requirements
Must interact effectively with office staff and be a goal-oriented team player
Strong attention to detail
Preferred
Experience with our tech would be plus, but not required: Salesforce, eMoney, Right Capital, Holistiplan, Income Labs, Jump AI, Box
Benefits
Opportunity (though not required) to earn substantial bonus through new business development
Unlimited PTO
401(k) with 6% match and ROTH option
100% company paid employee only premiums for health insurance
Life/AD&D: $50,0000 after one year
Long-term disability
Mentorship and learning opportunities – we are big believers in continuing education and additional credentials for all staff members
Great working environment with professional growth opportunities
You will have access to a great team of professionals & back-office support
Relocation stipend if needed
Company
Allegiance Financial Group Advisory Services (AFGAS)
At AFGAS, our mission is to empower our clients in achieving what truly matters to them.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase