Senior Wealth Architect for High Net Worth Estates

Carr, Riggs & Ingram; Nashville (TN); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

21 PTO days

9 paid holidays

Company-paid long-term disability and

Life insurance

BCBS medical, dental, vision

Parental leave

Flexible spending accounts

401(k) retirement plan

Job summary

Carr, Riggs & Ingram is seeking a Senior Wealth Strategist to serve high‑net‑worth clients as the family strategist, focusing on trusts, estate administration, and wealth planning. You will generate new business by building partnerships within the firm and guiding client portfolios in collaboration with the Portfolio Manager and advisory team.

The role requires strong relationship management, excellent communication, and the ability to work independently while handling multiple tasks.

Qualifications

• Bachelor's degree or equivalent experience.
• CPA, JD, or CTFA preferred; no licenses required.
• Ability to read, analyze, and interpret general business materials.
• Ability to advise on complex estate structures.
• Strong negotiation skills with the ability to overcome objections.

Responsibilities

• Prospect and sell new client relationships.
• Manage high net worth client relationships.
• Advise on planning needs and implementation with advisory team.
• Monitor compliance with trust documents.
• Direct administration of estate accounts.
• Collaborate with local professionals on trust/estate matters.
• Refer new business within the family of companies.
• Provide excellent client service to a diverse client base.
• Work with wealth trust team to achieve departmental goals.
• Maintain trust files with the Administrator.
• Provide clear follow-up on client issues and needs.

Skills

Relationship management

Communication

Negotiation

Problem solving

Team collaboration

Education

Bachelor's degree

CPA/JD/CTFA preferred

Job description

Carr, Riggs & Ingram is seeking a Senior Wealth Strategist to serve high‑net‑worth clients as the family strategist, focusing on trusts, estate administration, and wealth planning. You will generate new business by building partnerships within the firm and guiding client portfolios in collaboration with the Portfolio Manager and advisory team.

The role requires strong relationship management, excellent communication, and the ability to work independently while handling multiple tasks.