Wealth Relationship Advisor

JCW Group; Nashville (TN); Hybrid; USD 90,000 - 180,000; Full time

Benefits offered by this job

Full back-office support

Competitive compensation structure

Flexible work setup

Job summary

JCW Group in Nashville is seeking a Wealth Advisor to join a growing, independent wealth management practice. You’ll build and deepen relationships with small business owners and professionals, delivering thoughtful, personalized advice backed by a full support infrastructure.

You’ll work with in-house planning and operations teams to execute recommendations and maintain client service standards, with flexible remote/workspace options available.

Qualifications

• Series 65 required.
• Portable book of business or ability to grow into one.
• Relationship-first approach with clients.

Responsibilities

• Serve as primary relationship manager for a book of clients.
• Grow the business through business development and referrals.
• Coordinate with investment, planning and operations teams to implement recommendations.
• Maintain high client service standards.

Skills

Relationship management

Business development

Client service

Investment knowledge

Communication skills

Education

Series 65

CFA designation

Job description

We’re seeking a Wealth Advisor to join a growing, independent wealth management practice in Nashville. You’ll build and deepen relationships with small business owners and professionals, delivering thoughtful, personalized advice backed by a full support infrastructure.

What You’ll Do

• Serve as the primary relationship manager for a book of clients, typically in the $1-6M range
• Grow your business through business development and referrals
• Partner with in-house planning and operations teams so you can spend your time on clients
• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards

What We’re Looking For

• Series 65 (required)
• Portable book of business, or the capacity to grow into one
• Strong intellect, curiosity, and a relationship-first approach
• Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting
• Track record of retaining clients and cultivating new ones through trust-based relationships
• Experience with small business owners is a plus
• CFA designation is a plus
• Open to advisors at any career stage

What We Offer

• Full back-office support, including client service, planning, and trading
• Competitive compensation structure, customized to your experience
• Flexible work setup, with remote work and office space available