Careers

Client Service specialist

Responsible for prioritizing projects to meet multiple deadlines in a fast-paced, team-oriented, deadline-driven environment.

Will often need to conceptualize and develop high quality, creative and professional-looking and client deliverables. Provide administrative support to multiple assigned financial advisors, often handling details of a confidential nature.

Duties:

  • Position will be comprised of general daily tasks as well as more specialized responsibilities
  • Process paperwork and keep detailed, well-organized records pertaining to opening and closing accounts
  • Ensure that the firm’s applicable Compliance documents are in order (B/D and SEC)
  • Operate computers and other office equipment as needed and handle correspondence with customers
  • Responsible for tracking workflow, ensuring that jobs are completed in required time frames to client specifications
  • Keep log and updates regarding various tasks, and ensure projects are completed to company standards.

Qualifications:

  • A minimum of three years experience related to supporting multiple people preferably in the financial planning or brokerage industry
  • Series 6 or 7 a plus
  • Must have the ability to understand and convey financial planning business concepts through effective written and verbal communication
  • Must display exceptional attention to detail
  • Ability to take little direction and progress towards solutions desired by internal stakeholders
  • Strong organizational, interpersonal and communication skills.• Change-adept, proactive, quick learner, and consistently improvement-minded.• Resourceful self-starter; pressure-durable, detail-oriented and quality-driven
  • Should demonstrate a clear aptitude for quantitative analysis and be comfortable with multitasking when necessary
  • Able to master brokerage and financial planning office procedures easily.
  • Ability to monitor, manage and execute on a variety of tasks and efforts at different stages of priority and execution; handles large request queue.
  • Knowledge of Microsoft Word, Excel and PowerPoint.

Job Type: Full-time

Job Location:

  • Knoxville, TN 37934

Required experience:

  • Industry Experience-Financial Services: 3 years

Associate Financial advisor

Rather & Kittrell is looking for a financial services professional to fill the role of Associate Advisor. Candidates should enjoy working with individuals and families in the pursuit of their financial goals and dreams.

Key Responsibilities Include:

Support our Financial Advisors and Senior Advisors with client relationship management

Provide financial planning, financial analysis and other services as needed.

Coordinate with the Advisors, Senior Advisors, and the Client Service Support team to ensure an integrated approach to servicing and growing client relationships.

The ideal candidate will have achieved a Bachelors Degree in Finance or a related field. The candidate should have 1-2 years of experience performing support for the wealth management and financial planning process. Series 6 or 7 and/or Series 65 highly recommended.

The candidate must have superior client service skills. Prior experience in public speaking is a plus.

Please email your resume and a cover letter for immediate consideration to Greg McMurry or mail to 11905 Kingston Pike Knoxville, TN 37934 attn: Greg McMurry

Financial Advisor

Rather & Kittrell is looking for accomplished financial services professionals. Candidates should enjoy working with individuals and families in the pursuit of their financial goals and dreams.

Rather & Kittrell is seeking an individual that can utilize their expertise to identify leads, narrow prospects and generate proposals for wealth management and financial planning clients. You will use your industry expertise to present potential clients with different services that include wealth management, financial planning, brokerage, insurance services and asset management.

The ideal candidate will have achieved a Bachelors Degree in Finance or a related field. The candidate should have 3+ years of experience performing wealth management and financial planning services. A current CFP and/or CPA designation is preferred. The candidate must have superior client service skills. Prior experience in public speaking is a plus.

Please email your resume and a cover letter for immediate consideration to Greg McMurry or mail to 11905 Kingston Pike Knoxville, TN 37934 attn: Greg McMurry

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