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
- ...Us Seven Springs Wealth Group is an independently... ...to affluent families and individuals,... ...multigenerational family office services to the... ...: small, focused advisor teams built around... ...HNW and UHNW client base, collaborate... ...role is the firm’s senior resource in that practice...Work at office10 hours per week
- ...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
$64.2k - $116.4k
...opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an... ...including but not limited to Microsoft Office (Excel, PowerPoint), SharePoint, and CRM... ...Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when...Work at officeSeniorContract workWork experience placementSummer holidayFlexible hours- ...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
$64.2k - $116.4k
...opportunity In the Engagement Business Advisor (EBA) - Senior Associate role, you will be an... ...including but not limited to Microsoft Office (Excel, PowerPoint), SharePoint, and CRM... ...Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when...Work at officeSeniorContract workWork experience placementSummer holidayFlexible hours$80k
Dew Wealth Management in Nashville, Tennessee is seeking an Associate Advisor to support clients in navigating their wealth complexities. You'll develop advanced planning strategies while managing relationships with elite professionals. The role demands a Bachelor's degree...Work at office- ...Position Summary The responsibility of the Senior Application Analyst is to provide a... ...of policies, procedures, Business Office Standards, and Recommended Practices.... ...respected, and reflective of the patients, family members, customers and team members we serve...Work at officeSeniorFor contractorsRemote work
$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- ...we stand for as a firm KPMG is currently seeking a Senior Manager to join our Business Tax Services practice.... ...trust returns for ultra-high net-worth individuals and Family Offices Serve as the trusted advisor to ultra-high net worth families on matters relating...Work at officeSeniorFull timePrivate practiceLocal area
- ...Backed by the Best. Be Berkadia. Overview The Senior Real Estate Analyst is an essential... ...Argus and advanced proficiency in Microsoft Office, including Outlook, Word, PowerPoint,... ...that help you grow with us Fertility and family planning services Up to 12 weeks of fully...Work at officeSeniorLocal area
- 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
- ...Senior Accountant At HUB International, we are a team of entrepreneurs... ...aspirations of individuals, families, and businesses. We help our... ..., retirement, and private wealth management products and... ...almost 20,000 employees in 600 offices throughout North America, HUB...Work at officeSeniorLocal areaFlexible hoursShift work
- ...as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...and clients Proficient with Microsoft Office Suite applications including Word, Excel,... ...the best decisions for yourself, your family, and your lifestyle. Available benefits are...Work at officeSeniorFull timeLocal area
- ...Senior Financial Analyst The Senior Financial Analyst will support a broad range of FP&A, operational analytics, and business intelligence... ...Perform practice and operational performance analysis by office location, clinic, laboratory, market, and provider Deliver actionable...Work at officeSeniorContract work
- Senior Financial Aid Advisor Duties and Accountabilities: Builds rapport and effectively communicates with... ...and prospective students (and their families) about financial aid and other... ...systems; proficiency with Microsoft Office, Windows XP, Word, Excel for MAC. In...Work at officeSeniorFull time
- ...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... ...Position Summary We're seeking a Senior Accountant to join our...Work at officeSeniorLocal areaFlexible hoursShift work
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their... ..., you are responsible for advising families on building, preserving and managing their... ...in Excel with experience in Microsoft Office products. ~ Knowledge of financial planning...Work at officeFull timeLocal areaRemote workFlexible hours- ...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
- Berkadia Proprietary Holding LLC is seeking a Senior Real Estate Analyst in Brentwood, TN. In this role, you will leverage your expertise... ...closings. The ideal candidate has advanced skills in Microsoft Office and Argus, excellent communication abilities, and exceptional...Work at officeSenior
- ...including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. 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
- ...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... ...years of experience ~ Microsoft Office Suite, Salesforce DeGarmo...Work at officeSeniorTemporary work
- Delek US Holding Inc in Brentwood, Tennessee, is seeking a skilled professional to manage market risk in their Commercial Organization. The position is crucial for delivering analytical support and ensuring accurate reporting on portfolio management. The ideal candidate...Work at officeSenior
- ...succeed, then we are your employer of choice. At Regions, the Senior Small Business Relationship Banker is responsible for meeting with... ...relationship-building skills Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.) Strong business acumen...Work at officeSenior
- Delek US in Brentwood, Tennessee, is seeking a dedicated professional to manage market risk for its Commercial Organization. The role involves supporting trade activities, conducting financial and risk reporting, and mentoring junior analysts, ensuring the accuracy ofportfolio...Work at officeSenior
- ...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
- Senior Trust Manager The Senior Trust Manager is responsible for... ...‑day administration of Trust Officers and Senior Trust Officers. This... ...with Consultants, Servicing Advisors, Writing Advisors and other key... ...with the clients and their families, anticipating clients' service...Work at officeSeniorWork experience placement
- ...successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on... ...for employment in this position. Working Conditions Normal office environment. Extending viewing of computer screens. This program...Work at officeWork experience placement
$46.99k - $112.2k
...you the opportunity to gain visibility to senior leadership through regular updates on... ...ad-hoc reporting Experience in Microsoft Office, particularly Excel (must know how to do... ...our commitment to our colleagues and their families. This full‑time position is eligible for...Work at officeSeniorHourly payFull timeContract workTemporary workLocal areaFlexible hours- Ardent Corporate is seeking a Senior Payroll Coordinator to manage payroll functions in Brentwood, TN. The ideal candidate will have over... ..., and maintaining employee records. Strong skills in Microsoft Office are also required. Join a dedicated team passionate about...Work at officeSenior
- ...looking for a Royalty Manager to join our Business Management and Family Office. As a Royalty Manager, you will be responsible for:... ...licensees.Ability to multi-taskRepresent the firm at music industry events.Detail-oriented #J-18808-Ljbffr Citrin-Cooperman-Advisors-LLCWork at officeContract workRemote work
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