Senior Vice President, Wealth Advisor

Truxton; Nashville (TN); On-site; USD 250,000 - 450,000; Full time

Benefits offered by this job

401k + company match

Medical, life, dental, and vision

Paid federal holidays

Paid vacation time

Employee assistance program (EAP)

Disability insurance

Job summary

Truxton is seeking a Senior Vice President, Wealth Advisor to guide sophisticated wealth planning for a select group of clients. The role blends technical expertise with leadership across the Wealth Management team, focusing on complex family wealth strategies and cross-team collaboration.

The ideal candidate possesses deep knowledge in estate, tax, and philanthropic planning, with a proven track record in client development and mentoring colleagues to elevate advisory quality across the firm.

Qualifications

• 15+ years in a wealth management role; CPA or JD experience preferred.
• Proficient with Microsoft Office; experience with trust accounting platforms, Black Diamond Wealth Platform, or financial services CRM platforms preferred.

Responsibilities

• Serve as a trusted advisor, anticipating client needs and providing world-class service.
• Help clients articulate long-term financial and family goals; implement plans for optimal outcomes.
• Maintain up-to-date knowledge of clients' financial and family situations and communicate with Wealth clients regularly.
• Review estate planning documents, prepare materials for client presentations, and analyze complex planning issues.
• Prepare presentations and facilitate ongoing client reviews in coordination with Wealth professionals.
• Develop and maintain relationships with outside centers of influence to enhance Wealth business development.

Skills

Complex wealth planning

Wealth transfer & estate planning

Business development & client service

Professional network development

Leadership & collaboration

Education

Bachelor’s in Finance/Accounting/Economics

Advanced degree (JD or MBA)

CPA or JD experience preferred

Tools

Microsoft Office

Black Diamond Wealth Platform

CRM platforms

Job description

The Senior Vice President, Wealth Advisor is a highly experienced advisor responsible for providing sophisticated wealth planning guidance to clients and serving as a valuable resource to colleagues across the Wealth Management team. This individual manages a select group of complex client relationships and collaborates with other advisors on the firm's most sophisticated planning engagements. The role requires deep expertise across wealth management disciplines and the ability to apply that expertise to help clients navigate complex financial, family, trust, estate, tax, and philanthropic matters.

In addition to direct client responsibilities, the SVP, Wealth Advisor contributes to the continued development of the advisory platform by sharing knowledge, serving as a resource to colleagues, identifying opportunities for improvement, and helping enhance the quality and consistency of advice delivered across the firm. This individual is also expected to contribute to the firm's growth by cultivating trusted relationships with clients, prospective clients, and centers of influence, identifying opportunities to deepen existing relationships, and helping attract new client relationships that align with Truxton's culture, capabilities, and long-term vision.

The ideal candidate combines strong technical knowledge, sound judgment, intellectual curiosity, business development acumen, and a collaborative approach to serving clients, supporting colleagues, and contributing to the continued growth and success of the firm.

Who We Are

Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCID: TRUX).

Our mission: To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.

What You Will Be Doing

• Serving as a trusted advisor, anticipating client needs and providing world-class service to our clients in an accurate and professional manner
• Helping clients to articulate long-term financial and family goals; implementing plans to position clients for optimal personal and financial outcomes
• Maintaining deep and up-to-date knowledge of Wealth clients’ financial and family situation and frequent communication with Wealth clients
• Reviewing estate planning documents, preparing materials for client presentations, and analyzing complex planning issues
• Preparing presentations and facilitating ongoing client reviews in close coordination with other Wealth professionals
• Establishing and maintaining business relationships with outside centers of influence such as CPAs, attorneys, local advisory board members, civic associations, etc. to enhance Wealth business development efforts
• Serving as a thought leader and internal resource on various wealth management topics and supporting the development of the Wealth team
• Staying abreast of changing economic, legal, financial planning, investment trends, and general market and business issues
• Develop and maintain meaningful relationships with attorneys, accountants, family office professionals, and other advisors serving affluent individuals and families.
• Contribute to the growth of the firm through the development of new client relationships and the expansion of existing client relationships where appropriate.
• Leverage professional expertise, credibility, and community involvement to strengthen Truxton's reputation and visibility within the markets it serves.
• Collaborate with colleagues across the firm to identify opportunities to deliver additional value to clients and prospects.
• Participate in professional, civic, charitable, and community organizations that support relationship development and business growth.
• Contribute to thought leadership, educational initiatives, and client-facing activities that reinforce Truxton's position as a trusted advisor to wealthy individuals and families.

What We Are Looking For

Attributes and Abilities

• Mastery of complex planning techniques for wealthy families and individuals
• Extensive knowledge of wealth transfer strategies, tax guidance, trust administration, and estate planning
• Proven track record in business development, sales, and client service
• History of building a network of professionals that overlap and provide services to Wealth families
• Ability to serve as a leader, embracing our culture of entrepreneurship and teamwork

Experience and Skills

• 15+ years in a wealth management role; CPA or JD experience preferred
• Proficient with Microsoft Office; experience with trust accounting platforms, Black Diamond Wealth Platform, or financial services CRM platforms preferred

Education and Designations

• Bachelor’s Degree in Finance, Accounting, or Economics preferred
• Advanced Degree, JD, or MBA preferred

Why You Should Work Here

• Truxton is a highly profitable and growing company that has been recognized by American Banker as the 8th best community bank (and top-ranking TN bank) based on 3-year Return on Average Equity
• Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work across private banking, wealth management, asset-liability management, treasury management, deposit operations, and capital markets
• Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title
• Opportunities for incentive bonuses through new business referral
• Truxton supports and encourages a culture of learning, both through internal development and pursuit of professional designations

What We Offer

• 401k + company match
• Medical, life, dental, and vision insurance
• Paid federal holidays
• Paid vacation Time
• Employee assistance program (EAP)
• Short-term and long-term disability insurance