Nashville Wealth Advisor — Equity Partner Track

Daily Recruits, LLC; Nashville (TN); On-site; USD 150,000 - 175,000; Full time

Job summary

Daily Recruits, LLC seeks a seasoned Wealth Advisor in Nashville to build and manage a client book, delivering tailored financial plans and investment advice. The role partners with high-net-worth clients to craft strategies and grow assets within a leading RIA platform.

You will collaborate with specialists to provide integrated solutions, pursue new opportunities, and maintain exceptional client experiences. Strong communication and team collaboration are essential.

Qualifications

• Five+ years as Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• Background in a wire-house, independent broker-dealer, bank, or RIA environment.
• Financial planning experience preferred.
• CFP®, CFA or other professional designations preferred; Bachelor’s degree typical.

Responsibilities

• Build and manage a book of business with strong client relationships.
• Deliver sophisticated financial planning and investment advice aligned to client goals.
• Collaborate with internal specialists to deliver integrated solutions.
• Identify and pursue new business opportunities through referrals and networking.

Skills

Client relationships

Business development

Financial planning

Investment advice

Education

CFP®, CFA or related designations

Bachelor’s degree in Finance/Business/Economics or related field

Job description

Daily Recruits, LLC seeks a seasoned Wealth Advisor in Nashville to build and manage a client book, delivering tailored financial plans and investment advice. The role partners with high-net-worth clients to craft strategies and grow assets within a leading RIA platform.

You will collaborate with specialists to provide integrated solutions, pursue new opportunities, and maintain exceptional client experiences. Strong communication and team collaboration are essential.