Job Description
Join Nashville's premier wealth management firm and transform your career in finance. We're seeking a dynamic Senior Financial Advisor to build high-net-worth client portfolios in Music City's thriving economic landscape. Enjoy uncapped earning potential with industry-leading commissions, comprehensive benefits, and exclusive access to institutional investment platforms.
Why Apply?
- Top-tier training and CFP certification reimbursement
- Referral pipeline from corporate partnerships with Fortune 500 companies
- Hybrid work model with downtown Nashville office
- Performance-based bonuses exceeding 30% of revenue
Responsibilities
- Develop comprehensive financial plans for HNW clients (avg. $500k+ AUM)
- Execute investment strategies across equities, bonds, and alternative assets
- Drive client acquisition through networking and referral programs
- Conduct quarterly portfolio reviews and market analysis
- Comply with SEC/FINRA regulations and fiduciary standards
- Mentor junior advisors on client relationship management
- Collaborate with tax and estate planning specialists
Qualifications
- 7+ years in financial services with 3+ years in advisory roles
- Certified Financial Planner (CFP) or CFA designation required
- Track record of $1M+ annual production
- Series 7, 66, and state securities licenses
- Experience with CRM platforms (e.g., Redtail, Salesforce)
- Strong Nashville professional network preferred
- Proven ability to manage complex portfolios
- Bachelor's degree in Finance, Economics, or related field