Senior Wealth Advisor

Parkwoods Wealth Partners, LLC; Nashville (TN); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Join a forward-thinking company as a Senior Wealth Advisor in Nashville, where you will play a pivotal role in shaping clients' financial futures. This full-time hybrid position allows you to blend in-office collaboration with the flexibility of remote work. You will offer wealth management services, craft personalized financial strategies, and help clients navigate their financial journeys. If you are passionate about financial planning and have a knack for building relationships, this is an exciting opportunity to make a meaningful impact.

Qualifications

• Expertise in financial planning and retirement planning.
• Strong knowledge of investments and finance.

Responsibilities

• Provide comprehensive financial planning and investment recommendations.
• Analyze client finances and develop personalized strategies.

Skills

Financial Planning

Retirement Planning

Wealth Management Services

Analytical Skills

Communication Skills

Interpersonal Skills

Teamwork

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

CFP designation

Job description

Senior Wealth Advisor and Head of the Nashville Office | Wealth Management

Company Description

At Parkwoods Wealth Partners, we focus on creating personalized financial legacies for our clients. We believe a solid financial plan begins with understanding your unique goals. Our team is committed to helping clients live their desired lifestyle, confidently face financial challenges, and leave a lasting legacy. We aim to reduce the administrative burdens for advisors so they can focus on client relationships. Visit the "For Advisors" section on our website to learn more.

Role Description

This is a full-time hybrid position based in Nashville, TN, with some remote work flexibility. The Senior Wealth Advisor will provide comprehensive financial planning, manage retirement plans, and make investment recommendations. Daily responsibilities include offering wealth management services, analyzing client finances, and developing personalized strategies to help clients meet their financial goals.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Strong knowledge of Investments and Finance
• Experience providing Wealth Management Services
• Excellent analytical and quantitative skills
• Strong communication and interpersonal skills
• Ability to work independently and in a team in a hybrid environment
• CFP (Certified Financial Planner) designation or similar preferred
• Bachelor's degree in Finance, Economics, or related field

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales