Long tenured, boutique financial planning firm in Knoxville is looking to add a financial planner. Well established client base with open architecture platform to serve clients of all types. Looking for energetic person with high moral character and ethics to continue to help grow and service a mature client base. The firm has two experienced planners who are seeking the 'right' person to work along side and maintain the legacy. Prefer someone who is 3-5 years in the business, and either working toward or considering the CFP track.
Strong preference toward individual with Series 7, 63, 65 or 66, as well as life and annuity license. Individual should have client facing experience and be comfortable in both maintaining and developing new client relationships.
Additional Salary Information: Long term, the position is commission based, but some initial salary options are available.
About Waypoint Financial Partners
Long tenured, boutique financial planning firm with established client base. Open architecture broker-dealer platform.