Careers

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 Laura Green or mail to 11905 Kingston Pike Knoxville, TN 37934 attn: Laura Green

What we offer:

Rather & Kittrell is a $1.5B AUM wealth management and retirement plan advisory firm located in Knoxville, TN. We are seeking an Associate Advisor to join our growing team. This position is a support role focused on assisting lead advisors in planning and delivering proactive recommendations to current and future clients.

The Associate Advisor will be responsible for creating and maintaining financial plans, taking an active role in client meetings, and implementing our wealth management and retirement plan process.

Position Summary: This is a challenging position that requires you to work closely with our advisors and operations team members to provide day to day financial planning support to clients and prospects. The Associate Advisor will work in our office in Knoxville, TN.

What you will get to do:

• Comprehensive financial planning including income tax mitigation, cash flow planning, estate distribution and trust planning, insurance analysis, charitable planning, and investment management
• Work alongside lead advisors in client meetings to deliver advice and build relationships
• Operate financial planning and performance reporting software; Moneyguide Pro & Black Diamond
• Create and maintain financial plans while assisting in presented analysis
• Initiate applicable workflows in CRM software
• Implement action items resulting from meetings
• Work closely with Client Service Manager for review of client account paperwork and custodian related service activities
• Contribute content to our newsletter and client communications

What you will learn:

• How we approach financial planning and investment management in order to provide fiduciary service to our clients
• How to assess a client situation, develop preliminary recommendations, and deliver them to high net worth clientele
• How to effectively use leading industry tools to produce financial analysis & reports
• How to ask clients the right questions at the right time and listen when appropriate

What we seek in a candidate:

• Bachelor’s degree from an accredited institution, preferably in Financial Planning
• 1-3 years of financial industry experience CFP®, CPA, EA or other relevant designations preferred
• Proficiency in financial planning software (Moneyguide Pro preferred)
• Above-average oral and written communication skills
• Above-average organizational skills and the ability to perform multiple functions simultaneously and prioritize those functions to meet the clients’ needs
• Someone who is detail-oriented but understands that you will have to make assumptions at times in order to move on and meet deadlines
• Demonstrate problem solving skills

Position perks:

• Competitive salary with bonus structure based on experience
• 401(k) plan with 3% employer contribution and discretionary profit sharing
• Company paid health, life, and disability insurance for Associate Advisor
• Paid vacation, sick time, and holidays
• Defined career path with opportunity to grow

The role is a 2-3 year position and an entry point to our advisory career path. Associate Advisors will either have or earn the CFP® marks and gain technical knowledge as they progress in the career path.

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

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 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
• 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
• 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.

Position perks:

• Competitive salary with bonus structure based on experience
• 401(k) plan with 3% employer contribution and profit sharing
• Health, life, and disability insurance
• Paid vacation, sick time, and holidays
• Growth opportunities

Required experience:

• Industry Experience-Financial Services: 3 years

Job Type: Full-time

Job Location: Knoxville, TN 37934

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