Wealth Relationship Advisor

About the RoleWe’re seeking a Wealth Advisor to join a growing, independent wealth management practice in Nashville. You’ll build and deepen relationships with small business owners and professionals, delivering thoughtful, personalized advice backed by a full support infrastructure.

Is this your next job Read the full description below to find out, and do not hesitate to make an application.
What You’ll DoServe as the primary relationship manager for a book of clients, typically in the $1-6M rangeGrow your business through business development and referralsPartner with in-house planning and operations teams so you can spend your time on clientsCoordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards
What We’re Looking ForSeries 65 (required)Portable book of business, or the capacity to grow into oneStrong intellect, curiosity, and a relationship-first approachSolid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory settingTrack record of retaining clients and cultivating new ones through trust-based relationshipsExperience with xzbcwsv small business owners is a plusCFA designation is a plusOpen to advisors at any career stage
What We OfferFull back-office support, including client service, planning, and tradingCompetitive compensation structure, customized to your experienceFlexible work setup, with remote work and office space available