Senior Wealth Advisor

A growing wealth management organization is hiring a Senior Wealth Manager in the Nashville / Middle Tennessee market. This opportunity is designed for an established Financial Advisor or Wealth Advisor who has built a book of business and wants additional resources to accelerate growth.

The advisor will manage and expand existing client relationships while generating new AUM through personal networks, referrals, and business development. A major advantage is access to a bank-generated referral network, providing another source of qualified prospects alongside the advisor’s self-generated business.

Qualifications

• Experience as a Senior Financial Advisor, Wealth Advisor, Wealth Manager, or similar role
• Active Series 7 and Series 65 and/or 66
• Proven track record of generating revenue and acquiring new clients
• Experience independently building, retaining, and growing a book of business
• Established client relationships and strong business-development skills
• Ability to generate business independently while also converting internal referrals
• Ideally $50M–$100M+ AUM, although strong candidates around $20M may be considered
• Ideally $250K+ annual gross production, with $500K+ being particularly attractive
• Nashville, Franklin, or broader Middle Tennessee network preferred
• Bank-based wealth management experience and a portable book are strong pluses

Why this Role

• Built-in referral engine: Access to bank-generated leads can supplement the advisor’s existing network and prospecting efforts
• Keep building your own practice: Opportunity to grow an individual book while leveraging a broader wealth management platform
• Strong platform for established producers: Particularly attractive for advisors who already have meaningful AUM and want additional opportunities to scale
• Multiple growth channels: Generate business through personal relationships, networking, client referrals, and institutional referrals
• Long-term relationship focus: Opportunity to own client relationships and serve as a trusted wealth advisor rather than focusing solely on transactions