Financial Advisor

Larson Financial Group is seeking a talented professional to hire for the position of Financial Advisor, in the Knoxville, TN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.Responsibilities include, but are not limited to:Preparing and conducting client meetingsGathering data from clients for preparation of financial planRunning insurance illustrations, constructing financial plansCommunicating investment advice based on recommendations of teamTracking next steps in the planning process for clientsProviding outstanding service to reproduce top clientsEntering and manipulate information into Contact Management System and Financial Planning softwareImplementing client touches to create concierge experience resulting in consistent referralsPerforming follow up and process new business; manage existing client relationshipsManaging and resolving client issuesPId254cdac5bb6-30134-37516204

Created: 2025-05-16