Financial Analyst

This range is provided by CTMK Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $70,000.00/yr - $80,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from CTMK Network Vice President of Recruitment at CTMK Network Our client is a rapidly growing boutique Wealth Management firm headquartered in Nashville, TN , seeking a motivated Financial Analyst to support portfolio analytics, client reporting, and investment/financial planning initiatives. This is a high‑visibility opportunity to join a collaborative team, build wealth management expertise, and grow alongside a firm that’s expanding quickly—while maintaining a healthy, sustainable pace. Responsibilities Prepare and maintain client performance reporting , portfolio summaries, and investment analytics Support asset allocation and portfolio monitoring (drift analysis, rebalancing support, cash management) Assist with financial planning analysis (retirement projections, cash flow, net worth tracking, scenario modeling) Build and enhance Excel‑based models for forecasting, benchmarking, and investment analysis Partner with advisors to deliver client‑ready materials for meetings and ongoing communication Help ensure accuracy and data integrity across reporting tools, custodial platforms, and internal systems Support ad hoc analysis tied to market updates , investment recommendations, and operational improvements Salary & Benefits Salary: Up to $80,000 (based on experience) Bonus: Performance‑based bonus opportunity Benefits: Full suite of benefits (medical, dental, vision, etc.) Work‑Life Balance: A team culture that prioritizes balance and flexibility Growth Potential: Clear runway to expand responsibilities and build a long‑term career in wealth management Qualities Open to Accounting or Finance professionals interested in building a career in Wealth Management 1–3 years of experience (ideal for a strong 2nd‑year professional in accounting/finance/analysis) Strong Excel skills (pivot tables, lookups, formulas; modeling a plus) Comfort working with financial data, reconciling reports, and spotting variances/inconsistencies Solid understanding of financial statements and core finance/accounting concepts Detail‑oriented, organized, and able to manage multiple priorities in a fast‑moving environment Strong communication skills—able to translate analysis into clean, client‑friendly outputs How to Apply If you’re ready to join a growing Nashville‑based wealth management firm and take the next step in your finance/accounting career, apply today on LinkedIn . For immediate consideration, please also email your resume directly to Gene at View email address on click.appcast.io . We’re moving quickly—don’t miss out! Seniority level Associate Employment type Full‑time Job function Finance Industries Professional Services Referrals increase your chances of interviewing at CTMK Network by 2x Medical insurance, Vision insurance, 401(k) #J-18808-Ljbffr CTMK Network