Job Description
Join WealthForge Partners, Nashville's premier wealth management firm, and transform lives through financial expertise. We're seeking a dynamic Senior Financial Advisor to build client relationships and deliver comprehensive financial planning solutions in one of America's fastest-growing financial hubs.
As a key member of our Nashville team, you'll leverage cutting-edge technology and collaborative resources to help high-net-worth individuals achieve their financial dreams. This role combines competitive compensation with unlimited growth potential in a supportive, client-centric environment.
Responsibilities
- Develop and execute personalized financial strategies for 50+ high-net-worth clients
- Drive new business acquisition through targeted networking and digital marketing
- Conduct comprehensive portfolio reviews and rebalancing quarterly
- Present complex financial solutions using advanced modeling tools
- Maintain FINRA Series 7 and 66/65 licenses with ongoing CE compliance
- Collaborate with internal tax and estate planning specialists
- Lead quarterly client workshops on market trends and retirement planning
Qualifications
- Bachelor's degree in Finance, Business, or related field (MBA preferred)
- 5+ years of financial advisory experience with FINRA licenses
- Proven track record of building and maintaining client portfolios >$10M AUM
- Exceptional communication skills with ability to simplify complex concepts
- CFPĀ® designation or commitment to obtain within 12 months
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Strong Nashville professional network and local market knowledge