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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 Advisor 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.

Internship Opportunities

Are you interested in a being a Financial Advisor?   

Our Financial Professional Intern position may be help you determine if being a client facing Financial Professional 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.  
  • 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.
  • 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.  
  • 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