Wealth Relationship Advisor

Full-time

JCW Group

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

Apply

Vacancy posted 4 days ago

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