Private Wealth Advisor

Infinituswealth; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

A fiduciary independent wealth advisory firm is seeking a Private Wealth Advisor to thrive in a dynamic environment. The ideal candidate will have a strong client focus and the ability to develop innovative solutions for ultra-high net worth clients. You will work with a team to build relationships, source new business opportunities, and enhance your investment acumen. Strong analytical and interpersonal skills are essential, along with a commitment to integrity and excellence. This position offers a collaborative atmosphere with a focus on holistic financial planning.

Qualifications

• Demonstrated interest in financial, economic, and global capital markets.
• Strong analytical and communication (oral and written) skills.
• Self-motivated and able to work in an autonomous, yet collaborative environment.
• Interest in financial markets and wealth management.

Responsibilities

• Work with a team to source and develop new business opportunities.
• Support existing client relationships.
• Develop strong network of intermediaries.
• Enhance investment acumen through asset allocation strategies and holistic wealth advisory recommendations.

Skills

Interpersonal skills

Analytical skills

Problem-solving

Client-focused

Relationship management

Education

Record of academic and professional achievement

Job description

Are you a dynamic, quick-thinking self-starter with an entrepreneurial spirit, a passion for the financial markets, and the desire to be a trusted advisor to ultra-high net worth clients? We are looking for professionals with strong interpersonal skills who have the ability to thrive in an environment where innovative thinking, grit, and determination are essential to building a successful business.

• Work with a team to source and develop new business opportunities, as well as to support existing client relationships
• The Private Wealth Advisor Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team
• Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries
• Enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients

Requirements

• Record of academic and professional achievement
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
• Excellent interpersonal skills and ability to build and foster a strong network of relationships
• Creative approach to problem-solving and developing innovative solutions for clients
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Demonstrated interest in financial, economic, and global capital markets
• Strong client focus, business development, and relationship management skills
• Strong analytical and communication (oral and written) skills
• Commitment to excellence and a high level of integrity

About the Company

A Fiduciary, Independent Wealth Advisor. Our trusted Wealth Advisors help clients with Asset Allocation, Portfolio Construction, Wealth Creation, Income Generation, Capital Protection, Comprehensive Financial Planning, Retirement Planning, Strategic Planning, Estate Planning, and College Planning.

We serve many different clients, including High-Net-Individuals, Families, Small Businesses, Corporate Executives, Municipalities, and Nonprofits.

We actively manage several US equity, international equity, fixed income, crypto, and blended strategies ranging from large to small-cap equity, income-generating, tax-exempt fixed income, and socially responsible strategies.

The foundation of our investment process and risk-controlled portfolio construction are similar across asset classes and strategies. In addition, at Infinitus Wealth Management, our team advises clients seeking a holistic view of their investment portfolio.

We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well. Strategies are implemented independently or in combination based on a client's individual goals, needs, and risk tolerance.