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.
Receptionist / Client Service Representative - Part-Time - West Union
Location: West Union, IA
Schedule: 3 Days Per Week, Monday, Wednesday, Friday
Compensation: Competitive hourly wage based on experience
Key Responsibilities
Client Service
Greet clients and visitors in a professional and welcoming manner
Answer and direct incoming phone calls
Schedule and confirm client appointments
Assist clients with routine service requests
Maintain client records and update account information as needed
Prepare meeting materials and follow-up documents
Office Administration
Manage incoming and outgoing mail
Maintain organized electronic and paper filing systems
Order and monitor office supplies
Assist with data entry and document processing
Support regulatory and compliance-related administrative tasks
Help coordinate client events, seminars, and marketing activities
Team Support
Assist financial advisors with day-to-day administrative needs
Prepare reports, correspondence, and client communications
Ensure accurate recordkeeping and attention to detail
Contribute to a positive and collaborative office culture
Qualifications
Strong interpersonal and communication skills
Professional telephone and customer service demeanor
Excellent organizational skills and attention to detail
Proficiency with Microsoft Office (Outlook, Word, Excel)
Ability to handle confidential client information responsibly
Preferred
Previous receptionist, administrative assistant, banking, insurance, or customer service experience
Experience working in a financial services or professional office environment
Familiarity with CRM software and office technology
Desired Attributes
Positive and professional attitude
Dependable and punctual
Strong work ethic
Ability to multitask and prioritize responsibilities
Comfortable learning new technology and systems
Passion for helping clients and supporting a high-quality service experience
What We Offer
Part-time position: 24 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 20-24 hours per week. Monday, 8 am to 4 pm, Wednesday 8 am to 4 pm, and Friday,8 am to 3 pm, CST. Attendance for 6 client events outside of this schedule is anticipated.
We enjoy a collaborative and supportive team environment
Opportunities to grow with a respected financial advisory firm
Flexible part-time schedule (3 days per week)
Supportive team environment
Opportunity to learn about financial planning and wealth management
Professional development and growth opportunities
Meaningful work helping clients pursue their financial goals
How to Apply
Please submit your resume and a brief cover letter describing your qualifications and interest in joining Knox Financial Services to careers@knoxfin.com.
Facilities Technician
Position Summary
The Facilities Technician is responsible for maintaining the overall appearance, functionality, safety, and cleanliness of company facilities, grounds, and vehicles. This position performs general building maintenance, vehicle upkeep, lawn and landscape care, cleaning services, and other facility-related duties to ensure a professional and well-maintained work environment.
Essential Duties and Responsibilities
Facility Maintenance
Perform routine inspections of office buildings, grounds, and equipment.
Complete minor repairs including carpentry, painting, plumbing, electrical, and general maintenance tasks.
Monitor and maintain HVAC, lighting, and building systems.
Maintain inventory of maintenance supplies and equipment.
Vehicle Maintenance
Inspect company vehicles regularly to ensure safe and reliable operation.
Schedule and coordinate routine maintenance, oil changes, tire rotations, and repairs.
Maintain vehicle cleanliness, both interior and exterior.
Track maintenance records and service schedules.
Lawn and Grounds Care
Mow, trim, edge, and maintain lawns and landscaped areas.
Remove weeds, debris, leaves, and snow as necessary.
Apply fertilizers, herbicides, and other landscape treatments in accordance with safety guidelines.
Maintain irrigation systems and outdoor equipment.
Cleaning and Custodial Services
Clean offices, conference rooms, restrooms, break rooms, and common areas.
Vacuum, sweep, mop, dust, and sanitize facility surfaces.
Empty trash and recycling containers.
Replenish restroom and cleaning supplies.
Maintain a clean, organized, and professional appearance throughout company facilities.
Safety and Compliance
Follow all company safety policies and procedures.
Identify and report safety hazards and facility concerns.
Ensure compliance with applicable building, environmental, and workplace regulations.
Maintain proper use and storage of tools, chemicals, and maintenance equipment.
Qualifications
Previous experience in facility maintenance, landscaping, custodial services, or a related field preferred.
Basic knowledge of building systems, mechanical repairs, and maintenance practices.
Ability to operate lawn equipment, power tools, and maintenance machinery safely.
Valid driver's license with acceptable driving record.
Strong problem-solving and organizational skills.
Ability to work independently and prioritize multiple tasks.
Physical Requirements
Ability to lift up to 50 pounds regularly.
Ability to stand, walk, bend, climb ladders, and perform physical labor throughout the workday.
Ability to work indoors and outdoors in varying weather conditions.
Ability to safely operate vehicles, tools, and maintenance equipment.
Desired Attributes
Dependable and self-motivated.
Strong attention to detail.
Ability to work with minimal supervision.
Commitment to maintaining a clean, safe, and professional environment.
Location: Both our West Union and Decorah, IA office locations
- Employment Type: Part-Time, 8 to 10 hours per week.
- Competitive compensation
- 401(k) with employer contributions
- Paid Time Off: Two (2) market holidays per year plus PTO as accrued, 10 hours in year one and 20 hours in years two plus, based on a scheduled 10 hours per week. This position is 8-10 hours per week.
- We enjoy a collaborative and supportive team environment
- Flexible part-time schedule
This role is ideal for a hands-on individual who takes pride in maintaining facilities, equipment, vehicles, and grounds at a high standard while contributing to a safe, clean, and professional workplace.
How to Apply
Please submit a brief cover letter describing your qualifications and interest in joining Knox Financial Services to careers@knoxfin.com.