Job Description
Join Nashville's premier wealth management firm and elevate your financial advisory career. Capital Growth Partners is seeking a dynamic Senior Wealth Management Advisor to build high-net-worth portfolios for discerning clients in Music City. Enjoy uncapped commission potential, industry-leading resources, and a culture of excellence in one of America's fastest-growing financial hubs.
Our advisors average 30% year-over-year revenue growth through our proprietary client acquisition system and comprehensive wealth planning platform. Benefit from ongoing CFP training, dedicated portfolio managers, and exclusive networking opportunities with Nashville's business elite.
Responsibilities
- Develop personalized financial strategies for HNW clients (min $500k AUM)
- Drive new client acquisition through strategic networking and referrals
- Manage diversified investment portfolios including equities, fixed income, and alternative assets
- Conduct comprehensive financial planning including retirement, estate, and tax optimization
- Leverage CRM platform to maintain 95%+ client satisfaction metrics
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- 7+ years financial advisory experience with $250M+ AUM track record
- Active CFP or CFA designation required
- Proven success in Nashville market or similar affluent community
- FINRA Series 7, 66 (or 65) certifications
- Exceptional presentation skills and client rapport
- Bachelor's degree in Finance, Economics, or related field
- Advanced proficiency in portfolio management software