Senior Wealth Advisor for UHNW Families

Seven Springs Wealth Group LLC; Land Mark (TN); Presencial; USD 150.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with profit sharing

Descripción de la vacante

Seven Springs Wealth Group in Nashville, TN seeks a Wealth Advisor to join the flagship team, working closely with the CEO. You will provide comprehensive wealth advisory services for HNW/UHNW clients, including financial planning, investments, taxes, and estate planning.

You’ll collaborate with the CIO and investment team to deliver client-centered strategies and insights. The role blends high-impact advisory work with an analytical mandate supporting a major client relationship, requiring

Formación

• Experience in wealth management or financial planning for high-net-worth clients.
• Experience coordinating with CPAs, attorneys, bankers, and family offices.
• Strong financial modeling and ability to translate data into actionable client recommendations.
• Willingness to learn advisory craft and lead client relationships in time.
• Bachelor’s degree in finance, accounting, business; professional credentials preferred or pursuing.

Responsabilidades

• Deliver comprehensive wealth advisory services across financial planning, investment strategy, taxes, and estate planning for HNW and UHNW clients.
• Prepare for, participate in, and follow through on client meetings with executives, business owners, trustees, and multi‑generational families — initially alongside the CEO and CIO, increasingly on your own.
• Serve as a planning resource for complex situations involving business ownership, equity compensation, trust structures, and liquidity events.
• Maintain deep familiarity with each client’s full financial picture, goals, business context, and family dynamics.
• Own the quality and timeliness of client deliverables — plans, analyses, meeting materials, and documentation.
• Work within the framework set by the firm’s CIO and investment department to deliver consistent, well‑communicated investment strategy to clients.
• Collaborate directly with the CIO on client circumstances requiring customized investment approaches.

Conocimientos

Wealth management

Financial planning

Investment advisory

Analytical thinking

Communication skills

Client relationship building

Self-directed

Educación

Bachelor’s degree in finance, accounting, business

CPA, CFA, or CFP (preferred or pursuing)

Descripción del empleo

Seven Springs Wealth Group in Nashville, TN seeks a Wealth Advisor to join the flagship team, working closely with the CEO. You will provide comprehensive wealth advisory services for HNW/UHNW clients, including financial planning, investments, taxes, and estate planning.

You’ll collaborate with the CIO and investment team to deliver client-centered strategies and insights. The role blends high-impact advisory work with an analytical mandate supporting a major client relationship, requiring