Planning Consultant- Knoxville, TN

What you’d do

Offer financial planning experiences to clients and build relationships through asset consolidation, referrals, and plan implementation. Develop an engagement strategy for each client's planning needs. Full time. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• FINRA Series 7 & 66 licensed or ability to acquire Series 66
• Insurance license required
• Minimum 2 years financial services or relevant experience
• CFP certification encouraged