Knox Financial Services Career Opportunities

Career Opportunities With Our Firm

Financial Advisor

Knox Financial Services, a boutique financial planning firm with offices in Decorah, West Union, and Ottumwa, is seeking a Financial Advisor.

As an Advisor with our firm, you will enjoy the opportunity to help develop client relationships backed with the support, technology, collaborative team knowledge, experience and structure of an established financial planning practice. We are seeking a very special individual. We offer a client-centric, professional and fast-paced environment.

We utilize smart technology, leading products and services that are also available from national firms, but retain our independence, allowing us to focus on our clients' needs, not a corporate agenda. We take pride in our local ownership, local decisions and a family-owned culture, allowing us to objectively develop solutions when working with our clients. We believe our clients benefit from our collaborative team approach.

Qualifications, Desired Skills and Experience:

The right person is creative, reliable, innovative, and is an effective communicator. If you have a desire to provide outstanding client service, and possess an entrepreneurial spirit with a commitment to succeed, you will fit well with our team.
Willingness to work directly with individuals and groups is a must, as the Advisor will be responsible for developing, supporting and managing client relationships.
Ability to work independently on projects.
A basic knowledge of financial planning is necessary for this position.
Four-year college degree preferred
Appropriate securities registrations and insurance licenses
Willingness to give back to the community, as it is an integral part of our team culture.

We do business with clients throughout the nation. We are affiliated with a Registered Investment Adviser and Broker/Dealer, allowing us to offer a broad variety of services and products. We provide solutions for complex planning issues for business owners, professionals, families, and retirees. If you are a self-starter and have the desire to enjoy the life style of living in Iowa, consider our firm.

If you are seeking new opportunities, with a focus on helping clients through financial planning and asset management, call Jason Knox at 1-877-566-9468 or email your resume to Advisor Opportunities

If you are an Advisor with an existing firm and reach out to us, be assured that our conversation will be held completely private.

Tax Professional

Knox Financial Services, a boutique financial planning firm with offices in Decorah, West Union, and Ottumwa, is seeking a Tax Professional.

As an Tax Professional with our firm, you will enjoy the opportunity to help develop client relationships by providing tax advice and return preparation.

As our tax professional, you will have the opportunity to work with an established tax firm. The tax practice has enjoyed over 40 years with a loyal client base. Because of the diligence of the firm the audit rate has been less than .01%.

Revenue breakdown is as follows:
88% Individual 1040, Schedule C, and Schedule F
9% Corporations and Trusts
3% Payroll Tax Services

Qualifications, Desired Skills and Experience:

Experience in tax advice and return preparation.
Willingness to work directly with individuals as the tax professional will be responsible for developing, supporting and managing client relationships.
Ability to work extra hours during tax season.
Willingness to give back to the community, as it is an integral part of our team culture.

Our firm provides solutions for complex planning issues for business owners, professionals, families, and retirees. Tax efficiency is a crucial part of the overall process. If you are a self-starter and have the desire to enjoy the life style of living in Iowa, consider our firm.

If you are seeking new opportunities, with a focus on helping clients through tax advice and return preparation, call Jason Knox at 1-877-566-9468 or email your resume to Advisor Opportunities

If you are interested in our Tax Professional position, call Jason Knox, President, at 1-877-566-9468 or email your resume and cover letter to careers@knoxfin.com

Internship Opportunities

Aree you interested in a being a Financial Advisor? Or learning how a back office supports the financial services industry?

Our Financial Professional Intern position may be help you determine if being a client facing Financial Professional or Back Office Support position is right for you.

This position works directly with a Financial Professional and involves assisting the Financial Professional with the many tasks that are customary and expected in the financial services industry, including interaction with clients, review of accounts, preparing financial plans and presentations. We utilize smart technology to assist us with these tasks. A knowledge of Windows and Office is essential. We use proprietary software, including a client database and financial planning software. Ability to learn these tools is necessary for this position, with the assistance of training guides and videos. Basic knowledge of financial products, including mutual funds is preferred. This position requires interaction with both existing and new clients.
This internship opportunity provides the opportunity to see the day to day activities of a financial professional that works directly with clients. You will have the opportunity to experience the role of a Financial Professional, with the support, technology, collaborative team knowledge, experience and structure of an established practice.

Our Financial Professional Intern duties include assisting the lead Advisor with client meetings in person, online, or over the phone, preparation of client documents, development of client presentations, utilizing smart technology with our client website, preparation of client balance sheets, cash flow and retirement income projections, preparation of needs analysis, reviews of existing accounts, assist with clients requests, preparation of forms and documents, and documentation of all activities. Communications skills, both verbal and written, will lead to success in the industry.
Giving back to the community is an integral part of our team culture.
Our Financial Professional Intern is a paid position, with compensation based on experience. Working hours are negotiable. This position may evolve to a full-time Financial Professional position.
A background check, provided by us, is required, given the confidential nature of our client relationships.

If you are interested in our Financial Professional Intern position, call Amber Knox, Director of Client Services, at 1-877-566-9468 or email your resume and cover letter to careers@knoxfin.com

Client Communications & Marketing Coordinator

This is an in-office position at either our Decorah or West Union, Iowa, office locations. Occasional travel to either location is necessary.

About Us
Knox Financial is committed to helping clients achieve financial confidence through personalized planning and professional investment advice. We seek a detail-oriented and creative Communications & Marketing Coordinator to join our team and enhance our marketing and client engagement initiatives.

Key Responsibilities

Website Management: Maintain and update content on www.knoxfin.com to ensure accuracy, SEO relevance, and a uniform message.
Marketing Materials: Design and produce brochures, social media graphics, presentations, and other marketing collateral.
Email Campaigns: Create and organize client emails, social media posts, newsletters, and announcements.
CRM Management: Coordinate data within our CRM system to support communication
Brand Consistency: Ensure all marketing efforts align with Knox Financial’s brand standards and messaging.
Content Development: Create and edit website content consistent with our brand and theme; draft email and letter templates for client communications.

Qualifications

Strong written and verbal communication skills.
Detail-oriented with excellent organizational skills.
Proficiency with basic design tools (Adobe Suite, Publisher, or similar).
Familiarity with website content management systems (coding not required).
Familiarity with CRM (Customer Relationship Management) tools
Ability to manage multiple projects and meet deadlines.

Previous marketing experience or relevant coursework preferred.

What We Offer
Part-time position: 20 hours per week
Competitive compensation
401(k) with employer contributions
Paid Time Off: Ten (10) market holidays per year plus PTO as accrued, 20 hours in year one and 40 hours in years two plus, based on a scheduled 20 hours per week. This position is 20 hours per week. Flexible scheduling options between 8:00 am and 5:00 pm CST. Attendance for 6 client events (calendar) outside of this schedule is anticipated.
We enjoy a collaborative and supportive team environment
Opportunities to grow with a respected financial advisory firm

How to Apply
Send your resume and a brief cover letter to jknox@knoxfin.com with the subject line: Communications & Marketing Coordinator Application