Senior Wealth Strategist — Family Office & Trust Leadership

Carr, Riggs & Ingram, L.L.C.; Nashville (TN); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

PTO 21 days

9 paid holidays

Health insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

401(k) plan

Parental leave

Job summary

The Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients, guiding trusts and estate administration, and supporting investment objectives with the portfolio manager. The role is the primary client contact, reporting to the CEO and Vice-Chairman.

The position emphasizes prospecting, relationship management, and collaboration with advisory teams to deliver comprehensive fiduciary services and personalized planning.

Qualifications

• Bachelor's degree from a four-year college or university or equivalent experience.
• CPA, JD, or CTFA preferred; licenses not required.

Responsibilities

• Prospect and sell new client relationships.
• Manage high-net-worth client relationships.
• Consult with the advisory team on planning needs and implementation.
• Monitor compliance with trust documents.
• Direct the administration of department estate accounts.
• Work with local professionals on trust and estate matters.
• Refer new business within the family of companies.
• Provide excellent customer service to a diverse client base.
• Collaborate with wealth trust team to meet departmental goals.

Skills

Relationship management

Negotiation

Prospecting

Communication

Client service

Education

Bachelor's degree

CPA/JD/CTFA preferred

Job description

The Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients, guiding trusts and estate administration, and supporting investment objectives with the portfolio manager. The role is the primary client contact, reporting to the CEO and Vice-Chairman.

The position emphasizes prospecting, relationship management, and collaboration with advisory teams to deliver comprehensive fiduciary services and personalized planning.