Senior Wealth Advisor for HNW/UHNW Family Office
Seven Springs Wealth Group
Seven Springs Wealth Group in Brentwood, TN seeks a senior Financial Advisor to deliver comprehensive wealth advisory services to a sophisticated HNW/UHNW client base and to collaborate closely with the firm's CIO on investment strategy. You will play a central role in our family office services, supporting multi-entity operating portfolios and complex liquidity events, while engaging executives, business owners, and trustees in custom planning and execution. #J-18808-Ljbffr Seven Springs Wealth Group
- Seven Springs Wealth Group, LLC is looking for a Financial Advisor to join their flagship Diamond Team. This role involves delivering wealth advisory services... ...on investment strategy, and contributing to family office services. With 7-20 years of relevant experience and...Work at officeSeniorHigh net worth
- ...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... ...to a sophisticated HNW and UHNW client base, collaborate... ...is the firm’s senior resource in that practice...Work at officeHigh net worth10 hours per week
$100k
...stewardship — of relationships, wealth, and purpose — and it’s about... ...a high-impact fractional family office practice operating as the de... ...Coordinate and align all external advisors (tax, legal, insurance,... ...Track record managing multiple HNW client or family relationships...Work at officeHigh net worthFor contractorsImmediate startRemote work- LBMC's Nashville office seeks a Business Valuation Senior Analyst to lead valuations for marital dissolution and tax planning, supported by experienced... ...driving service expansion opportunities within LBMC's family of companies. The ideal candidate has 3+ years in business...Work at officeSenior
$95k - $125k
...area that primarily focus on wealth management (tax set up and pass... ...stress environment. If a family oriented CPA firm working and... ...engagements as well as work with the office in a team environment -... ...work for C-Corps, S-Corps, HNW, partnerships, trusts, and other...Work at officeSeniorHigh net worthLocal area$71k - $150k
Team Tristar in Nashville is seeking a Practice Manager for its Family Office, responsible for overseeing financial operations and ensuring compliance with accounting standards. The ideal candidate will have 8-10 years of relevant experience, strong leadership skills, and...Work at officeHigh net worthFull time- The Tennessee Bankers Association is seeking a Trust Officer/Wealth Advisor to manage fiduciary and investment management accounts for high-net-worth clients. Candidates should possess a Bachelor's degree with a preference for a JD or MBA, along with CFP or CTFA certification...SeniorHigh net worth
- Tnbankers in Nashville, TN is seeking a Trust Officer to manage a portfolio of fiduciary and investment accounts for high-net-worth clients. The candidate will oversee client communications and service coordination while implementing investment strategies aligned with client...SeniorHigh net worth
$71k - $150k
...application process. Practice Manager, Family Office Full Time Senior Management West Hollywood, CA, US 2... ...accounting, tax, tour management and wealth preservation strategy. We foster a... ...serving our clients and their trusted advisors. Tri Star seeks to employ innovative...Work at officeHigh net worthFull time$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- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...candidates will work alongside senior advisors and subject matter experts, supporting... ...preference for those with exposure to HNW/UHNW client service or financial planning. A...High net worth
- Audi Nashville, a Sonic Automotive family dealership, seeks an Assistant Controller to guide the accounting and office workflow, reporting to the Regional Controller and partnering with the General Manager. The role ensures compliance with policies and maintains timely,...Work at officeSenior
- A prominent financial institution is seeking a Wealth Strategist in Brentwood, TN. This full-time position requires a strong background in financial planning, with a focus on developing personalized financial plans for high-net-worth clients. The ideal candidate will have...SeniorHigh net worthFull time
- United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals. The ideal candidate has...SeniorHigh net worthFull time
$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- ...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
$75k
..., we’re looking for a high-performing Senior Personal Lines Account Manager who thrives... ...It’s an opportunity to become a trusted advisor to a loyal client base within a fast-growing... ...management system, AMS360, and Microsoft Office ~ Exceptional communication,...Work at officeSeniorHigh net worthRemote work- 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
$48.53k
...Location: Brentwood, TN | Full-Time | In-Office A well-established boutique law firm in... ...Middle Tennessee, including fiduciaries and families navigating complex estates.... ...or willingness to obtain certification) Seniority level Seniority level Mid-Senior level Employment...Work at officeHigh net worthFull time- ...application of policies and procedures, and knowledge of Business Office Standards and Recommended Practices. How you'll contribute... ...hospital indemnity insurance, short‑ and long‑term disability, paid family leave and paid time off. Financial & Career Growth: Higher...Work at officeSeniorFull timeTemporary workPart time
- 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
- ...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 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... ...experience Computer and Office Equipment Skills: Microsoft Office...Work at officeSeniorTemporary work
- ...our Ultra‑High Net Worth (UHNW) service team in our new Nashville... .... UHNW Private Wealth Associates will work in client... ...frequently expose you to senior leadership, UHNW Advisors, and clients from all backgrounds... ...wealth management or family office experience. Preferred...Work at officeHigh net worthTemporary work
- ...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
$157.2k
...individuals and multigenerational families manage financial... ...that integrates wealth management, tax planning, and family office services, Forvis Mazars... ...Strategist serves as an advisor on the most complex Private... ...for ultra-high net worth (UHNW) individuals, multigenerational...Work at officeHigh net worthHourly payFlexible hours- 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
- 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
- AllianceBernstein L.P. is seeking an entrepreneurial-minded UHNW Private Wealth Associate for their Nashville office. This role involves supporting complex clients, providing exceptional customer service, and collaborating with financial professionals. Candidates should...Work at office
- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor for HNW/UHNW Family Office. Be the first to apply!
- financial planning administrator Brentwood, TN
- financial advisor development program Brentwood, TN
- wealth advisor Brentwood, TN
- associate corporate finance Brentwood, TN
- financial associate Brentwood, TN
- estate planning consultant Brentwood, TN
- financial advisor Brentwood, TN
- financial advisor associate Brentwood, TN
- financial counselor Brentwood, TN
- jde finance consultant Brentwood, TN

