Job Description
Join Nashville's premier wealth management firm as a Senior Financial Advisor and transform your career trajectory. We're seeking elite professionals to build high-net-worth portfolios for clients across Tennessee and the Southeast. Our award-winning platform combines cutting-edge fintech with personalized service, offering uncapped earning potential and industry-leading support. Enjoy a hybrid work model, comprehensive benefits package, and continuous professional development.
Responsibilities
- Develop and execute comprehensive financial strategies for high-net-worth clients ($500k+ AUM)
- Drive business development through targeted networking and referral programs
- Manage investment portfolios across equities, bonds, alternatives, and retirement vehicles
- Ensure strict compliance with FINRA regulations and SEC guidelines
- Mentor junior advisors and contribute to firm-wide growth initiatives
- Leverage proprietary CRM system for client retention and expansion
Qualifications
- Certified Financial Planner (CFP) or CFA designation required
- Minimum 5 years experience in wealth management or financial advisory
- Series 65/66 and state securities licenses in good standing
- Proven track record of building and maintaining HNW client relationships
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional presentation and negotiation skills
- Bachelor's degree in Finance, Economics, or related field