Financial Advisor
Job Title: Senior Financial Advisor
Location: Nashville, TN
Firm Type: Independent RIA | Family Office
Book Requirement: Minimum $25M AUM portable book
About the Firm
We are a boutique, independent Registered Investment Advisor (RIA) and multi-generational family office that's opening a new location in Nashville, TN. Our mission is to deliver deeply personalized wealth management, investment advisory, and legacy planning services to high-net-worth individuals, families, and business owners. We pride ourselves on our fiduciary commitment, holistic approach, and long-term client relationships.
Position Overview
We are seeking a seasoned Senior Financial Advisor to join our growing team. This individual will bring a portable book of business of at least $25 million in AUM, and will be responsible for managing and expanding client relationships, delivering comprehensive financial planning, and contributing to the strategic growth of the firm.
Key Responsibilities
- Serve as the primary advisor for a portfolio of high-net-worth clients.
- Deliver customized financial planning, investment management, estate planning, and tax-efficient strategies.
- Transition and integrate your existing book of business into the firm's platform.
- Collaborate with internal specialists (tax, legal, investment) to deliver a family office experience.
- Identify opportunities to deepen client relationships and generate referrals.
- Stay current on market trends, regulatory changes, and financial planning best practices.
Qualifications
- Minimum of $25M in portable AUM.
- 7+ years of experience in wealth management or financial advisory.
- CFP®, CFA®, CPA, or similar designation preferred.
- Deep understanding of financial planning, investment strategies, and estate planning.
- Strong interpersonal and communication skills.
- Entrepreneurial mindset with a client-first philosophy.
FAQs
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