Nashville, TN
4/5/2023

Investment Advisor

We ares searching for qualified candidates to join our $4b+ RIA client as an Investment Advisor in Nashville, TN.

  • You will collaborate directly with the CIO, Senior Portfolio Managers, and President in this role.
  • Trade client accounts in accordance with proprietary strategies and client asset allocations
  • Performing comprehensive financial planning for clients as needed
  • Work collaboratively with other Portfolio Managers and Analysts
  • The ability to effectively communicate to individuals and audiences with varying levels of investment/financial experience
  • Strong attention to detail, proactive problem solver, and the ability to work collaboratively with a relatively small team
  • The understanding and application of public equities, fixed income, options and other investment strategies
  • Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook) and financial tools such as Bloomberg, Morningstar, etc.


Qualifications

  • Bachelor’s degree in finance, economics, mathematics, accounting, or a similar field
  • 3+ years of relevant experience CFA Charterholder (preferred) or successfully passed level 2 while having substantive relevant work experience
  • Certified Financial Planner (CFP®) designation and similar credentials are also valuable