About the Role
We’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.
What You’ll Do
- Serve as the primary relationship manager for a book of HNW clients
- Grow your business through business development and referrals
- Partner with in-house planning and operations teams so you can spend your time on clients
- Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards
What We’re Looking For
- Series 65 (required)
- Portable book of business, or the capacity to grow into one
- Strong intellect, curiosity, and a relationship-first approach
- Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting
- Track record of retaining clients and cultivating new ones through trust-based relationships
- Experience with small business owners is a plus
- CFA designation is a plus
- Open to advisors at any career stage
What We Offer
- Full back-office support, including client service, planning, and trading
- Competitive compensation structure, customized to your experience
- Flexible work setup, with remote work and office space available
Wealth Advisor in tampa at Unknown Company
This position is listed as full time and able to be worked remotely.