Nashville, TN
3/15/2024

We are searching for a Regional Relationship Development Advisor to join a dynamic, nationally recognized RIA that is expanding into Nashville, TN. If you have a passion for teamwork, driven by success, and thrive in a collaborative environment, this may be for you.

DUTIES & RESPONSIBILITIES

  • Oversee the entire client lifecycle, from proposals to implementing tailored strategies
  • Build and maintain strong client relationships, delivering proactive solutions
  • Collaborate with internal and external advisors, leveraging technology resources
  • Source and acquire new clients to drive market expansion and growth
  • Ensure exceptional service and personalized financial planning

QUALIFICATIONS

  • Bachelor’s degree in Finance or related field
  • Hold one or more industry credentials: CFP, CFA, or CPA
  • 8-15 years of experience in financial planning and investment management
  • Proven track record in originating and acquiring new clients
  • Strong technical proficiency in comprehensive financial planning, including estate planning, asset management, and tax planning
  • Customer service-oriented with strong organizational and problem-solving skills, with a client-first mentality
  • Self-starter with a professional presence and goal-oriented mindset, with the ability to creatively find solutions to problems, devise strategies, and propose solutions