Description

Company Overview
This firm is a premier wealth management organization purpose-built to serve ultra high net worth individuals, family offices, and institutional clients. With a foundation rooted in independence, innovation, and deep financial expertise, the firm delivers highly customized wealth strategies designed to simplify the complexities of significant wealth. Advisors benefit from access to institutional-caliber resources, cutting-edge technology, and a collaborative environment that prioritizes client outcomes and long-term legacy planning. The firm is part of a broader financial group that oversees tens of billions in assets and is consistently recognized among the top RIA firms in the country.

Position Overview
They are seeking a highly motivated and client-focused Wealth Advisor to join our Nashville office. This role is ideal for professionals with 2-5 years of experience in financial advisory or private wealth management who are passionate about delivering sophisticated solutions to ultra high net worth individuals and families. The advisor will play a key role in deepening client relationships, developing tailored strategies, and contributing to the growth of the firm's UHNW client base.

Key Responsibilities

• Serve as a trusted advisor to UHNW clients, providing comprehensive financial guidance across investment management, estate planning, tax strategies, and philanthropic goals.
• Collaborate with internal teams and external partners to deliver integrated wealth solutions.
• Conduct in-depth discovery meetings to understand client objectives, values, and complex financial needs.
• Develop and present customized financial plans and investment proposals.
• Monitor client portfolios and proactively recommend adjustments based on market conditions and evolving client goals.
• Maintain high-touch communication and ensure exceptional client service.
• Support business development efforts through referrals, networking, and strategic outreach.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 2-5 years of experience in wealth management, private banking, or financial planning.
• Strong understanding of investment products, estate planning concepts, and tax-efficient strategies.
• Exceptional interpersonal and communication skills, with a consultative approach.
• Proven ability to manage complex client relationships with discretion and professionalism.