Client Service Associate (a.k.a Service Advisor)

Location: Knoxville, TN (On-Site)

Firm: TVAMP — tvamp.com

TVAMP is a financial planning and investment management firm located in Knoxville, TN. We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model — investments, planning, tax, insurance, and estate planning all under one roof — serving clients who have trusted us with the most important financial decisions of their lives.

Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.

Benefits

Starting salary of $70,000 – $90,000 based on experience
Unlimited PTO with bonus targets
401(k) with 6% match and ROTH option
Competitive health insurance benefits
Life/AD&D Insurance: $50,000 after one year
Long-term disability
Professional development, training, and growth opportunities
Supportive, team-oriented work environment
Relocation stipend if needed

Primary Duties

Serve as a point of contact for an assigned book of client households
Pro-actively communicate with clients to maintain relationships and provide the highest level of service
Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates
Coordinate internally across our planning, tax, and investment teams to deliver a seamless client experience
Maintain rigorous documentation and follow-through in Salesforce, our primary CRM
For those interested, you will be provided the tools and resources to pass the CFP® examination (not required)

Qualifications

5+ years of client-facing experience in wealth management or financial planning (required)
FINRA licensing (required)
High ownership mentality — you follow through, you communicate proactively, and clients notice
Comfortable operating in a structured, process-oriented environment
Proficiency with Salesforce or a comparable CRM (preferred)

About TVAMP

At TVAMP, we are committed to our core values. Click here to read more.

Living Life on Purpose
Values Driven Planning
The Pursuit of Better

TVAMP

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