Wealth Management Advisor

The KXN

Tennessee

Hybrid

USD 150,000 - 250,000

Full time

14 days+

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Benefits offered by this job

401(k)

Vision insurance

Paid maternity leave

Paid paternity leave

Medical insurance

Disability insurance

Job summary

A financial services firm is seeking an experienced Senior Network Consultant to serve UHNW clients in financial planning and investment strategies. This full-time role requires over 5 years as a Primary Advisor with active licenses. The position offers unique autonomy, with back-office support and an array of benefits including 401(k), medical insurance, and flexible work options. Candidates should possess skills in client relationship development and business networking, aiming for personal and client growth.

Qualifications

5+ years of experience as a Lead or Primary Advisor.
Active advisor licenses (Series 65, 66, or 7) required.
Comfortable sourcing and developing new client relationships.

Responsibilities

Serve as the primary advisor for UHNW/HNW clients.
Build and oversee customized investment portfolios.
Develop integrated strategies across multiple financial areas.
Drive business development through networking and referrals.

Skills

Client relationship development

Financial planning expertise

Business development

Job description

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This range is provided by The KXN. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $250,000.00/yr

Additional compensation types

Annual Bonus
Direct message the job poster from The KXN

Senior Network Consultant at The KXN | Financial Services Industry

Let’s connect! 682-294-1809

The KXN is conducting a confidential search on behalf of a successful Wealth Management firm seeking an experienced Wealth Advisor ready for their next move. This opportunity is a unique chance for advisors who are thinking about going independent or starting their own RIA—to have that freedom and autonomy while still having full back‑office support and all expenses covered.

Role Overview

Serve as the primary advisor for UHNW/HNW clients, delivering highly personalized financial planning and advice.
Build and oversee customized investment portfolios aligned with each client’s goals and risk profile.
Develop integrated strategies across retirement, tax, estate, and multi‑generational planning.
Collaborate with internal investment, planning, and service teams to ensure a seamless client experience.
Drive business development through referrals, relationship building, networking, and firm‑supported marketing initiatives.

Candidate Profile

5+ years of experience as a Lead or Primary Advisor
Active advisor licenses (Series 65, 66, or 7)
Existing book of business with a growth‑oriented mindset
Comfortable sourcing and developing new client relationships

The Platform

Fee‑only, fiduciary wealth‑management firm
Custom portfolio construction (not a model‑only approach)
Dedicated internal support teams for operations and client service
Flexible compensation (W‑2 or 1099), benefits, and 401(k) match
Revenue‑sharing and long‑term upside opportunities
Flexible schedule with hybrid/remote options

Next Steps

This is a confidential search. Advisors who are actively exploring or simply open to learning more are encouraged to submit a resume for a brief introductory conversation.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Benefits