Wealth Advisor | Nashville, Tennessee/Nationwide

Reference Number: HRJ6725
Location: Nashville, Tennessee/Nationwide

Judson Group has partnered with a growing wealth management firm in the search for a Wealth Advisor to service an existing group of clients as part of a team. This individual is responsible for advising HNW clients through comprehensive investment management and financial planning.

The ideal candidate has a track record of servicing clients as a lead advisor or as part of a team as well as advanced financial planning knowledge.

Responsibilities:

  • Advise clients on a variety of financial matters including preparation of individualized wealth management plans.
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Prepare client financial plans and documents for client meetings.
  • Attend client meetings and develop and maintain long-term client relationships.
  • Over time, develop new business development skills and build referral network.

Requirements:

  • Minimum of 3 years of experience advising clients in a support or lead role.
  • Bachelor’s degree required.
  • CFP or CPA required.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Nashville, Tennessee/Nationwide

Reference Number: HRJ6725

Apply Now

Applicant Information

Contact Information


Comments(0)

Leave a Comment