Senior Wealth Strategy Leader

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

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.