Wealth Strategist – CPA | Nashville, Tennessee

Reference Number: MHH7464
Location: Nashville, Tennessee

Judson Group has been retained by a fee-only wealth management firm in the search for a Wealth Strategist – CPA. This individual will support tax and investment functions for clients. This role will also analyze individual, business, and organizational assets, liabilities, cash flows, insurance coverage, tax status, and financial objectives.

The ideal candidate has 4+ years of client facing wealth management experience with a strong background in tax, investments, and financial planning.

Responsibilities:

  • Work with clients to develop financial plans, tax, and investment objectives.
  • Confidently analyze and communicate financial recommendations to clients.
  • Articulate the firm’s philosophy, approach and process to clients and prospective clients.
  • Participate in client service meetings and ensure follow up items are accomplished.
  • Troubleshoot and follow up to resolve client issues regarding tax and investment items.
  • Continue wealth education by attending sessions/courses and represent the firm at industry and community events.

Requirements:

  • Bachelor’s Degree required; advanced degree preferred.
  • CPA/PFS required.
  • 4-7 years of experience in financial services/RIA environment.
  • Experience with financial planning a plus.
  • Excellent written and oral communication skills and listening skills.
  • Detail-oriented focus and a professional demeanor.

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

Location: Nashville, Tennessee

Reference Number: MHH7464

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