Job Description
Join Nashville's premier wealth management firm as a Senior Financial Advisor and transform your career into a six-figure income powerhouse. We're seeking elite professionals to build high-net-worth portfolios in Music City's thriving financial district. Enjoy uncapped commissions, premium client resources, and a culture that rewards excellence. Our advisors average 25% year-over-year growth through exclusive access to Nashville's affluent business community.
Responsibilities
- Develop comprehensive financial plans for HNW clients ($1M+ AUM)
- Drive new business acquisition through strategic networking events
- Manage investment portfolios aligned with client risk profiles
- Lead quarterly portfolio reviews and retirement strategy sessions
- Collaborate with in-house tax and estate planning specialists
- Maintain FINRA Series 7, 66, and state insurance licenses
- Utilize CRM platform for client relationship management
Qualifications
- 5+ years experience in financial services/advisory role
- Proven track record of $500K+ annual production
- FINRA Series 7 & 66 certifications required
- CFP or CFA designation strongly preferred
- Exceptional communication and presentation skills
- Experience with CRM platforms (Salesforce preferred)
- Strong Nashville professional network
- Bachelor's degree in Finance, Business, or related field