The Trust Company of Tennessee · 9 hours ago
Financial Planner
Knoxville, Tennessee, United States
Full-time
Onsite
Senior Level
5+ years expThe Trust Company of Tennessee is dedicated to helping clients achieve their financial goals through a team of professionals in Wealth Management, Trust, and Estate Administration. The Financial Planner will develop comprehensive financial planning strategies, support Relationship Managers, and engage with clients to analyze their financial statuses and goals.
ConsultingFinancial ServicesLegal
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
Qualification
Required
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
Preferred
Experience with Right Capital a plus
Company
The Trust Company of Tennessee
The Trust Company of Tennessee has specialized in helping individuals, businesses and foundations reach their financial goals.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase