Nashville, TN
1/31/2024

We are searching for a results-driven, passionate Associate Wealth Advisor who values collaboration, initiative, and maintaining robust relationships in a niche group of professionals.

DUTIES & RESPONSIBILITIES:

  • Maintain, advise, and collaborate with existing client relationships
  • Develop expertise within the firm’s niche
  • Prepare and execute financial planning recommendations and work with the team to execute the recommendations
  • Conduct and contribute to client meetings and collaboration across service lines
  • Manage financial planning data and tax management software
  • Implement, monitor, and update financial plans
  • Network to strengthen client base and build more connections throughout the world
  • Serve as backup for Lead Advisors, ensuring client confidentiality
  • Fulfill assigned duties with flexibility for clients in mind, including occasional evening meetings and travel for team retreats.

QUALIFICATIONS:

  • Bachelor’s degree in financial services
  • Possess Series 65 License or equivalent
  • Attain Life and Health Insurance license within 30 days of hire
  • Proficient in Microsoft Office, MoneyGuidePro, Blank Diamond a plus
  • Strong interpersonal, time management, and organizational skills
  • Completion of Certified Financial Planner (CFP) or in the process of completion
  • 3+ years in the financial services industry
  • Life-long learner, motivated to grow, and coachable.
  • Healthcare familiarity is a plus

The growth path could include promotions and specialized niche training and/or certifications.