Private Wealth Advisor

Finwell®, Inc.; Nashville (TN); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

PTO

401(k) with company match

Bonus and profit-sharing

Job summary

Finwell, Inc. in Nashville seeks an established Wealth Advisor to join our fee-only, fiduciary team. You should have an existing book of business and active referrals, ready to transition into a firm that supports long-term client relationships and growth.

You will provide comprehensive financial planning and investment management as a fiduciary, building trusted guidance, reviews, and ongoing client service while collaborating with the Finwell team to drive firm growth and client satisfaction.

Qualifications

• Established book of business and active referral network ready to transition.
• Proven track record in managing client relationships and growing a wealth practice.
• Active Series 65 (or 66) registration/eligibility in Tennessee.
• Strong written and verbal communication skills.
• Comfortable with technology, including AI-enabled tools.
• Commitment to fee-only fiduciary advice and team-focused culture.
• Team-oriented mindset rather than solo contribution.

Responsibilities

• Transition and manage your existing book of business and grow it via referrals.
• Deliver fiduciary, fee-only financial planning and investment guidance.
• Nurture client relationships with regular reviews and proactive communication.
• Generate new business through referrals, community involvement, and events.
• Collaborate with Finwell team to ensure a seamless client experience.
• Stay current on markets, planning strategies, and regulatory requirements.

Skills

Established book of business

Client relationship management

Communication skills

Fiduciary advisory approach

Tech-savvy with AI tools

Tools

eMoney

MoneyGuidePro

Redtail

Wealthbox

Job description

Finwell is a small, women-owned RIA looking for an established Wealth Advisor to join our team — someone who's built a real book of business and referral network, and is ready to bring that practice to a firm where fee-only, fiduciary advice is the standard, not a differentiator.

About Finwell

Finwell is a fee-only registered investment advisory and wealth management firm headquartered in Nashville, Tennessee, with a second office in Encino, California. Women-founded and women-owned, we were built on a simple idea: advisors should work for their clients, not for sales quotas. We serve hundreds of individuals and families — tech professionals, entrepreneurs, and entertainers among them — with fiduciary, fee-only advice paired with modern technology and no account minimums standing in the way of good planning.

About the Role

Twelve months into this role, you'll have successfully transitioned your book of business to Finwell, be actively managing and deepening those client relationships, and be generating new business through your referral network and Finwell's growing platform. This is a full-time, career role for an advisor who already knows how to run a practice and wants a firm, team, and culture built to support it — not compete with it. We do not have sales goals as independent contributors, instead we create firmwide goals built around client experience, work-life balance, firm growth goals (not sales goals) and fostering a desired work environment.

What You'll Do

• Transition and manage your existing book of business, and grow it through your referral network
• Deliver comprehensive financial planning and investment management advice as a fiduciary, fee-only advisor
• Build long-term client relationships through regular reviews, proactive communication, and trusted guidance
• Generate new business through your referral network, community involvement, and Finwell's marketing and events
• Partner closely with the Finwell team — advisors, planners, and associates — to deliver a seamless client experience
• Stay current on markets, planning strategies, and the regulatory requirements that affect clients and the firm

What We're Looking For

Required:

• An established book of business and an active referral network ready to transition
• A demonstrated track record managing client relationships and growing a wealth management practice
• Active Series 65 (or 66) registration / eligibility to serve as an Investment Adviser Representative in Tennessee
• Strong written and verbal communication skills
• Comfortable with technology, including AI-enabled tools
• Alignment with a fee-only, fiduciary approach to advice, and genuine interest in being part of a small, women-owned RIA
• Team collaborator and desire to work as a team versus a solo contributor

Preferred:

• CFP® designation
• Experience with modern planning and CRM platforms (e.g., eMoney, MoneyGuidePro, Redtail, Wealthbox)
• A track record of organic business development beyond managing an existing book

Compensation & Benefits

• Base salary, depending on experience
• Bonus and profit-sharing based on book transfer, new business generation, and overall firm contributions
• Paid time off (PTO)
• 401(k) with 4% company match