Financial Analyst

CTMK Network; Nashville (TN); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Full suite of benefits (medical, dental, vision)

Performance-based bonus

Work-life balance

Growth potential

Job summary

A Nashville-based wealth management firm is seeking a motivated Financial Analyst to support portfolio analytics and client reporting. This full-time role offers an excellent opportunity to work closely with financial data and develop your career in wealth management. Ideal candidates should have experience in accounting or finance, strong Excel skills, and a detail-oriented mindset. Join a dynamic team that values work-life balance and provides a comprehensive benefits package.

Qualifications

• 1–3 years of experience in accounting, finance, or analysis.
• Strong skills in Excel including pivot tables and formulas.
• Ability to work with financial data and report reconciliation.

Responsibilities

• Prepare and maintain client performance reporting and portfolio analytics.
• Support asset allocation and portfolio monitoring.
• Assist with financial planning analysis including retirement projections.
• Build Excel-based models for forecasting and investment analysis.

Skills

Strong Excel skills

Financial data analysis

Detail-oriented

Communication skills

Education

Accounting or Finance background

Tools

Excel

Job description

This range is provided by CTMK Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $80,000.00/yr

Additional compensation types

• Annual Bonus
• Direct message the job poster from CTMK Network

Vice President of Recruitment at CTMK Network

Our client is a rapidly growing boutique Wealth Management firm headquartered in Nashville, TN, seeking a motivated Financial Analyst to support portfolio analytics, client reporting, and investment/financial planning initiatives. This is a high‑visibility opportunity to join a collaborative team, build wealth management expertise, and grow alongside a firm that’s expanding quickly—while maintaining a healthy, sustainable pace.

Responsibilities

• Prepare and maintain client performance reporting, portfolio summaries, and investment analytics
• Support asset allocation and portfolio monitoring (drift analysis, rebalancing support, cash management)
• Assist with financial planning analysis (retirement projections, cash flow, net worth tracking, scenario modeling)
• Build and enhance Excel‑based models for forecasting, benchmarking, and investment analysis
• Partner with advisors to deliver client‑ready materials for meetings and ongoing communication
• Help ensure accuracy and data integrity across reporting tools, custodial platforms, and internal systems
• Support ad hoc analysis tied to market updates, investment recommendations, and operational improvements

Salary & Benefits

• Salary: Up to $80,000 (based on experience)
• Bonus: Performance‑based bonus opportunity
• Benefits: Full suite of benefits (medical, dental, vision, etc.)
• Work‑Life Balance: A team culture that prioritizes balance and flexibility
• Growth Potential: Clear runway to expand responsibilities and build a long‑term career in wealth management

Qualities

• Open to Accounting or Finance professionals interested in building a career in Wealth Management
• 1–3 years of experience (ideal for a strong 2nd‑year professional in accounting/finance/analysis)
• Strong Excel skills (pivot tables, lookups, formulas; modeling a plus)
• Comfort working with financial data, reconciling reports, and spotting variances/inconsistencies
• Solid understanding of financial statements and core finance/accounting concepts
• Detail‑oriented, organized, and able to manage multiple priorities in a fast‑moving environment
• Strong communication skills—able to translate analysis into clean, client‑friendly outputs

How to Apply

If you’re ready to join a growing Nashville‑based wealth management firm and take the next step in your finance/accounting career, apply today on LinkedIn. For immediate consideration, please also email your resume directly to Gene at [e-mail]. We’re moving quickly—don’t miss out!

Seniority level

Associate

Employment type

Full‑time

Job function

Finance

Industries

Professional Services

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Medical insurance, Vision insurance, 401(k)