Wealth Advisor

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