Relationship-Driven Wealth Advisor (Remote/Hybrid)

JCW Group; Nashville (TN); Hybrid; USD 90,000 - 180,000; Full time

Benefits offered by this job

Full back-office support

Competitive compensation structure

Flexible work setup

Job summary

JCW Group in Nashville is seeking a Wealth Advisor to join a growing, independent wealth management practice. You’ll build and deepen relationships with small business owners and professionals, delivering thoughtful, personalized advice backed by a full support infrastructure.

You’ll work with in-house planning and operations teams to execute recommendations and maintain client service standards, with flexible remote/workspace options available.

Qualifications

• Series 65 required.
• Portable book of business or ability to grow into one.
• Relationship-first approach with clients.

Responsibilities

• Serve as primary relationship manager for a book of clients.
• Grow the business through business development and referrals.
• Coordinate with investment, planning and operations teams to implement recommendations.
• Maintain high client service standards.

Skills

Relationship management

Business development

Client service

Investment knowledge

Communication skills

Education

Series 65

CFA designation

Job description

JCW Group in Nashville is seeking a Wealth Advisor to join a growing, independent wealth management practice. You’ll build and deepen relationships with small business owners and professionals, delivering thoughtful, personalized advice backed by a full support infrastructure.

You’ll work with in-house planning and operations teams to execute recommendations and maintain client service standards, with flexible remote/workspace options available.