Financial Planner
Company: The Trust Company of Tennessee
Location: Knoxville
Posted on: February 19, 2026
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Job Description:
Job Description Job Description Salary: Why We Exist At The
Trust Company of Tennessee, we believe everyone can live
confidently and reach their financial goals. Would you like to be
part of a team that works with individuals, families, businesses,
and foundations to identify what success looks like and formulate a
plan to get there? Come join our team of Wealth Management, Trust,
Estate Administration, and Corporate Retirement Plan professionals
who proudly help clients achieve their dreams. Our Culture At The
Trust Company of Tennessee, we are passionate about fostering a
culture where all people feel valued, supported, and inspired to
make a difference. We are committed to doing the right things in
the right ways for our clients. We uphold the highest standards of
integrity, respect, and confidentiality. We believe in the power of
positive relationships built on trust and empathy. We proudly serve
our clients and community with purpose and heart. Core Purpose The
Financial/Wealth Planner will play a vital role in helping clients
achieve their financial goals. This position involves developing
comprehensive financial planning strategies and utilizing financial
planning software such as Money Guide Pro to deliver top-tier
services. This position will support a team of Relationship
Managers in all aspects of the business, including new client
onboarding, relationship management, planning, and routine client
service. Responsibilities Shows a commitment to The Trust Companys
Mission, Core Values, and Client Promise. Works with a team of
Relationship Manager to help develop, maintain, update, present,
and execute both simple and complex financial plans to clients.
Sets guidelines for creating financial plans while ensuring quality
control standards and providing training on best practices when
creating those plans. Advises Relationship Managers on financial
planning software, brainstorming, development, and implementation
of enhancements to clients financial plans. Acts as the subject
matter expert on the administration of financial planning software
and troubleshooting for other users. Engages with clients to
understand their current financial status and financial goals.
Analyzes clients financial statuses to develop a strategy
consistent with meeting the clients goals. Effectively communicates
TTCs Investment Philosophy and Processes with clients, COIs, and
prospects. Responds promptly to client communications and requests.
Provides superior client service by providing follow-up
documentation and responses to clients. Leads strategic efforts for
financial planning. Stays current on financial planning topics,
current events, and answers questions for team members. Maintains
high standards of confidentiality of all records and information.
Other duties as assigned. Qualifications Bachelors degree in
finance, accounting, or related field 5 to 10 years of experience
in financial planning CFP Professional Deep analytical ability to
analyze problems, test assumptions, propose solutions, and
anticipate future problem areas before acting Strong written and
verbal communication skills with the ability to explain complex
financial concepts simply Organized and detail-oriented Ability to
work independently and in a team environment Exquisite attention to
detail and strong math skills Experience with MoneyGuidePro
required Experience with Right Capital a plus
Keywords: The Trust Company of Tennessee, Knoxville , Financial Planner, Accounting, Auditing , Knoxville, Tennessee
