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 clients, typically in the $1-6M range
- 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 Relationship Advisor in Nashville Metropolitan Area at JCW Group
This position is listed as full time and able to be worked remotely. It was posted 2 days ago.