Wealth Relationship Advisor
jcw groupFranklin, TN
Wealth Relationship Advisor
jcw groupFranklin, TNSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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 clients, typically in the $1-6M range
- 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 plusCFA 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
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Level
Senior L5
Location
Franklin, TN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
21 days ago