Financial Advisor

BCS Wealth Management is an established, growth-oriented RIA based in Johnson City, TN, serving individuals and families, businesses and non-profit organizations. The firm manages approximately $1 billion in client assets and operates using a collaborative, team model.

 Role overview

The Associate Financial Advisor will work closely with a Lead Advisor to deliver high-quality planning and investment advice to clients while gradually assuming more client-facing responsibility and ownership of relationships over time. This role is ideal for someone on the CFP track who wants a clear, structured path to becoming a lead advisor in an ensemble firm environment.

 Key responsibilities

·         Support the Lead Advisor in preparing for client meetings, including building and updating financial plans, investment analyses, and recommendations.

·         Participate in client meetings as a “second chair,” taking notes, handling follow-up items, and increasingly contributing to advice delivery and discussion.

·         Create and maintain planning deliverables (retirement projections, tax and cash flow analyses, estate planning summaries, insurance reviews, etc.).

·         Coordinate with the Client Service Associate to ensure accurate and timely implementation of account openings, money movements, and other operational items.

·         Proactively follow up on action items with clients and internal team members to drive execution of recommendations.

·         Over time, assume primary responsibility for a segment of client relationships transitioned from senior advisors and appropriately matched new referrals.

Career path and compensation

BCS Wealth Management offers a clearly defined progression from Associate to Solo/Lead Advisor:

·         Competitive base salary commensurate with experience and credentials, with a structure designed to be attractive in the East Tennessee market for CFP-track associates.

·         Support in pursuit of obtaining CFP® credential.

Ideal candidate profile

·         2–5 years of experience in financial planning, wealth management, or a closely related role (internship, part-time, and full-time experience all valued).

·         Actively pursuing the CFP designation (CFP coursework completed or in progress strongly preferred).

·         Strong technical aptitude in financial planning topics: retirement, investments, tax-awareness, risk management, estate basics, and cash flow.

·         Detail-oriented with excellent organizational skills and follow-through.

·         Strong communication skills and comfort interacting with clients in a professional, confident manner.

·         Team-first mindset with a desire to grow into a lead advisor role within a structured, collaborative ensemble firm.

Why BCS Wealth Management

·         Work directly with experienced advisors serving clients in a relationship-based, planning-centric environment.

·         Join a firm with accelerating growth of assets under management, providing scale, resources, and a steady flow of opportunities.

·         Benefit from a clear, written career ladder that outlines expectations, responsibilities, and compensation at each stage of your progression from Associate to Lead Advisor.

·         Collaborative and family friendly culture that values ethical, client-first advice, long-term relationships, and professional development.

·         Benefits include 401(k) and company match, health insurance, paid time off, etc.