Senior Wealth Advisor — UHNW & Family Office
Seven Springs Wealth Group, LLC
Seven Springs Wealth Group, LLC is looking for a Financial Advisor to join their flagship Diamond Team. This role involves delivering wealth advisory services to a sophisticated high-net-worth client base, collaborating on investment strategy, and contributing to family office services. With 7-20 years of relevant experience and strong advisory skills, you will engage closely with clients, navigating complex financial landscapes. The ideal candidate will possess strong investment fluency, excellent communication skills, and a comfort in advising diverse clients. You will help shape the firm's approach and contribute to its commitment to creating meaningful relationships. #J-18808-Ljbffr Seven Springs Wealth Group, LLC
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor — UHNW & Family Office in Brentwood, TN vacancy
- KPMG Careers is seeking a Senior Manager for the Business Tax Services practice in Nashville, TN. The ideal candidate will have at least eight years of ultra-high net-worth tax experience, a Bachelor's degree, and a CPA, EA, or JD/LLM. Responsibilities include advising...Work at officeSenior
- ...Senior Analyst - Business Management & Family Office Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp...Work at officeSenior
Citrin Cooperman & Company, LLP
Nashville, TN21 hours ago - ...Us Seven Springs Wealth Group is an independently... ...to affluent families and individuals, as... ...family office services to the ultra... ...model: small, focused advisor teams built around... ...sophisticated HNW and UHNW client base,... ...role is the firm’s senior resource in that practice...Work at office10 hours per week
- U.S. Bank in Nashville, TN is seeking an experienced Wealth Management professional to manage high net worth client relationships. The... ...analytical skills. A hybrid schedule allows for flexibility with in-office attendance three or more days a week. #J-18808-Ljbffr Us BankWork at officeSenior3 days per week
- ...recruiting experienced, reliable, and proactive House Managers & Family Assistants to support families across Tennessee . These roles... ..., and home maintenance providers Handle returns, errands, post office, pharmacy pickups, or Amazon/Target orders Meal Preparation & Family...Work at officeSeniorFull timePart timeSeasonal workMonday to FridayAfternoon shift
- ...You’ll serve as the Lead Advisor for client... ...and multi-generational families, managing complex planning, investment, and wealth transfer needs while ensuring... ...strategies; experience with UHNW and multi-generational... ...Wealthscape℠, and Microsoft Office. #J-18808-Ljbffr...Work at office
$52k
...Senior Consumer Relationship Banker At Regions, the Senior Consumer Relationship Banker... ...more complex, affluent solutions, wealth opportunities, investments, lending, debt... ...building skills Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)...Work at officeSeniorFull timeFlexible hoursRegions Bank
Brentwood, TN4 days ago- BDO USA is seeking a Tax Experienced Manager in Nashville, TN. This role involves managing the complete life cycle of finance and accounting engagements, developing client relationships, and supervising staff. Ideal candidates should have 7+ years in accounting or 9+ years...Work at officeSeniorFlexible hours
- ...level of culturally competent care and treatment of every patient, family member, visitor, physician and employee. Williamson... ...Printers, Fax, Copier Physical Environment: Business Office Physical Effort: Requires sitting for prolonged periods...Work at officeFull timeContract workFlexible hours
Williamson Health
Brentwood, TN15 hours ago $250k - $300k
A leading recruiting firm is seeking a Lead Financial Advisor in Nashville, TN. This role offers the opportunity to meet warm prospects... ...focus on advising without the burden of prospecting or back-office work. Ideal candidates should have a strong background in financial...Work at officeSenior- ...Senior Financial Advisor (RIA) Bring Your Book | Lexington, KY Lexington, Kentucky Primarily in-office Full-time English required Revenue-based compensation aligned with... ...of a well-established independent wealth management firm with a significant base...Work at officeSeniorFull time
Inner Circle Agency Inc.
Nashville, TN21 hours ago - ...The Senior Financial Aid Advisor works closely with students and their families, to ensure student is properly funded for their education. Advises student about the different... ...systems; proficiency with Microsoft Office, Windows XP, Word, Excel for MAC In-depth...Work at officeSeniorFull timeLocal area
SAE Institute
Nashville, TN4 days ago - ...Senior Service Analyst At HUB International, we are a team of... ...aspirations of individuals, families, and businesses. We help our... ...insurance, retirement, and private wealth management products and... ...almost 20,000 employees in 600 offices throughout North America, HUB...Work at officeSenior
Squaremouth
Brentwood, TN1 day ago - ...seeking an Operations Assistant to join our team. This is an in-office position. The ideal candidate must possess strong computer... ...application today! For more information about our company, please visit We look forward to welcoming you to the 206 Tours family!Work at officeSeniorCasual workRemote workWorldwide
206 Tours
Brentwood, TN1 day ago - Regions Financial Corporation is seeking a Senior Consumer Relationship Banker in Nashville... ...relationships with clients, focusing on wealth management and banking services while... ...sales experience. Proficiency in Microsoft Office and excellent communication skills are essential...Work at officeSeniorFull time
- ...the opportunity to make an impact? The Senior Underwriter is responsible for analyzing... ...changes. Proficient in Microsoft Office Suite. We believe People Matter, so we... ...that help you grow with us Fertility and family planning services Up to 12-weeks of...Work at officeSeniorLocal area
Berkadia
Brentwood, TN2 days ago - ...Job Summary The Senior Trust Manager is responsible for working... ...-day administration of Trust Officers and Senior Trust Officers.... ...with Consultants, Servicing Advisors, Writing Advisors and other key... ...with the clients and their families, anticipating clients' service...Work at officeSeniorWork experience placement
The Forge Companies
Brentwood, TN2 days ago - ...Strong experience using Microsoft Project, SharePoint, and Microsoft Office. Certifications PMP (Project Management Professional)... ...in which diversity is leveraged, respected, and reflective of the patients, family members, customers and team members we serve.Work at officeSeniorFor contractorsRemote work
LifePoint Health
Brentwood, TN1 day ago $143.91k - $169.3k
...U.S. Bank Financial Advisor At U.S. Bank, we're on a journey to... ...expert capable of handling complex wealth and relationship management... ...schedule, which means there's an in-office expectation of 3 or more days... ...designed to help you and your family boost your health, protect...Work at officeTemporary workLocal areaRemote workFlexible hours3 days per weekU.S. Bancorp
Nashville, TN18 hours ago$250k - $320k
...immediate opening for a Consumer Finance Regulatory/Compliance Senior Associate with a minimum of five years of experience preferred .... ...have an active bar license in the state corresponding with the office to which they are applying or commit to obtaining one as soon as...Work at officeSeniorImmediate start- ...the strategic acquisition of retail and office space. Legacy Commercial Property is headquartered... ...and is part of Highland Ventures, a family-owned management company focused on... ...real estate portfolio. Role Summary The Senior Real Estate Accountant oversees the accounting...Work at officeSeniorFull timeMonday to FridayShift work
$140k - $210k
...Description Salary: $140,000 - $210,000 Senior/Staff Site Reliability Engineer,... ...Location: Nashville, TN (Hybrid, 3 days in office) Compensation: $140,000 - $210,000 base... ...senior executives to public figures and their families. Our platform removes personal data exposure...Work at officeSeniorLocal area360 Privacy
Brentwood, TN6 days ago- ...Senior Financial Analyst Location - Quorum Health Corporate Office - Brentwood, TN (on-site position) General Summary: This role will provide direct support for the capital function of the company. Responsible for maintaining and supporting our capital...Work at officeSeniorWork experience placementFlexible hours
Quorum Health
Brentwood, TN4 days ago - ...services firm is seeking an experienced Senior Network Consultant to serve UHNW clients in financial planning and... ...requires over 5 years as a Primary Advisor with active licenses. The position offers unique autonomy, with back-office support and an array of benefits including...Remote jobFull timeFlexible hours
- ...including a desire to interact with clients and prospects ~ Demonstrated proficiency in basic computer applications, such as Microsoft Office ~ Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of...Work at officeSeniorTemporary workNight shiftWeekend work
$725 per month
...requirement on a year for year basis. Proficient in Microsoft Office. Certifications, Licenses, and Other Special Requirements... ...Gracious hospitality and neighborliness for our residents and families. Home-like feel and all-around comfort for residents and visiting...Work at officeSeniorHourly payFull timeTemporary workPart timeFlexible hoursShift workNight shiftAfternoon shiftBrookdale Senior Living
Brentwood, TN1 day ago- Senior ASRS Structural Engineer (Nashville, TN) ABOUT US At Apex Structural Engineering, we pride ourselves on fostering... ...has access to top-notch amenities and a supportive, family-friendly culture. Our office is equipped with state-of-the-art facilities, including...Work at officeSeniorPermanent employmentFull timeRemote workRelocationRelocation packageFlexible hours
- ...Senior Relationship Banker Location: Onsite at the location listed... ...Banker is a trusted advisor who engages clients in meaningful... ...but not limited to mortgage, wealth, private client, and business... ...of experience Computer and Office Equipment Skills: Microsoft Office...Work at officeSeniorTemporary work
$143.91k - $169.3k
...industry expert capable of handling complex wealth and relationship management issues,... ...flexible schedule, which means there's an in-office expectation of 3 or more days per week... ...benefits are designed to help you and your family boost your health, protect your financial...Work at officeTemporary workLocal areaRemote workFlexible hours3 days per week$16.15 - $18.5 per hour
Brookdale Senior Living in Brentwood, TN is seeking a Sales Associate to help families find suitable senior housing options. You will assist in creating connections between families and nearly 700 Brookdale communities, along with maintaining accurate records in a database...SeniorRemote jobHourly payFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor — UHNW & Family Office. Be the first to apply!
Related searches
- jde finance consultant Brentwood, TN
- financial advisor Brentwood, TN
- financial planner Brentwood, TN
- financial planning assistant Brentwood, TN
- financial advisor associate Brentwood, TN
- financial counselor Brentwood, TN
- financial planning associate Brentwood, TN
- finance associate Brentwood, TN
- estate planning consultant Brentwood, TN
- financial planning administrator Brentwood, TN