Investment Advisor

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


DUTIES & RESPONSIBILITIES:

• 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