Financial Planner

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Calling all want-to-be former CPAs!

We are interested in hiring an individual with a CPA background (tax or audit) who is interested in lifestyle and career change into financial planning. Several financial planners currently employed at Meridian Trust started out in public accounting and have learned the financial planning process. We believe the CPA background can make a large difference in serving clients in tax and estate planning, something that is extremely difficult to learn on the job without a CPA background. Any application will be expected to learn new financial planning skills, while possibly sitting for the CFP examination, if interested.

Position: Financial Planner

Meridian Trust & Investment Company, LLC is an employee-owned financial services company in Knoxville, Tennessee. We are hiring a Financial Planner. The Financial Planner is responsible for the last five of seven steps in the CFP Board’s Financial Planning Process. This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Advisors in the firm to deliver expert, comprehensive financial advice to their clients.

Job Duties:

· Participates and conducts client meetings

· Prepares the Financial Planning recommendations

· Manage client investment accounts

· Collaborate with team members to best serve the client

Required Experience and Qualifications:

· CFP® Certificant CPA

· Relevant Educational Background (Finance, Accounting or Business Administration)

· 3 years professional experience

Technical Skills:

· Microsoft Office proficiency

· Keen attention to detail

· Ability to adapt and integrate new technology quickly

About Us:

At Meridian we consider each other family, and we extend that depth of care and commitment to our clients. We are an employee-owned company that has been operating in Knoxville, Tennessee, for 25 years. We service 401(k) retirement plans and provide financial planning to individuals. Please visit our website at www.trustmeridian.com

For more information about the position, salary & benefits

Contact Jennifer Steffens, Director of Client Services:

865.342.4471 | jsteffens@trustmeridian.com

Job Type: Full-time

Pay: From $100,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Health savings account
• Professional development assistance
• Retirement plan

Work Location: In person