Wealth Advisor
Company Overview
This firm is a premier wealth management organization purpose-built to serve ultra high net worth individuals, family offices, and institutional clients. With a foundation rooted in independence, innovation, and deep financial expertise, the firm delivers highly customized wealth strategies designed to simplify the complexities of significant wealth. Advisors benefit from access to institutional-caliber resources, cutting-edge technology, and a collaborative environment that prioritizes client outcomes and long-term legacy planning. The firm is part of a broader financial group that oversees tens of billions in assets and is consistently recognized among the top RIA firms in the country.
Position Overview
They are seeking a highly motivated and client-focused Wealth Advisor to join our Nashville office. This role is ideal for professionals with 2-5 years of experience in financial advisory or private wealth management who are passionate about delivering sophisticated solutions to ultra high net worth individuals and families. The advisor will play a key role in deepening client relationships, developing tailored strategies, and contributing to the growth of the firm's UHNW client base.
Key Responsibilities
- Serve as a trusted advisor to UHNW clients, providing comprehensive financial guidance across investment management, estate planning, tax strategies, and philanthropic goals.
- Collaborate with internal teams and external partners to deliver integrated wealth solutions.
- Conduct in-depth discovery meetings to understand client objectives, values, and complex financial needs.
- Develop and present customized financial plans and investment proposals.
- Monitor client portfolios and proactively recommend adjustments based on market conditions and evolving client goals.
- Maintain high-touch communication and ensure exceptional client service.
- Support business development efforts through referrals, networking, and strategic outreach.
Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 2-5 years of experience in wealth management, private banking, or financial planning.
- Strong understanding of investment products, estate planning concepts, and tax-efficient strategies.
- Exceptional interpersonal and communication skills, with a consultative approach.
- Proven ability to manage complex client relationships with discretion and professionalism.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.