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Executive Vice President and Financial Advisor

2 months ago

Franklin, United States CapWealth Full time

Company Overview:

CapWealth is a leading Registered Investment Advisor (RIA) firm based in Franklin, TN, dedicated to providing comprehensive financial planning and investment management services. Our mission is to help clients achieve their financial goals through personalized and strategic financial advice. We pride ourselves on our client-centric approach, commitment to excellence, and fostering a collaborative work environment.


Position Summary:

The Executive Vice President, Financial Advisor, will play a pivotal role in the growth and success of CapWealth. This individual will be responsible for managing and expanding a portfolio of high-net-worth clients, providing expert financial advice, and driving the firm's strategic initiatives. The ideal candidate will have a deep understanding of financial markets, strong client relationship skills, and a proven track record of success in the wealth management industry.


Key Responsibilities:

  • Develop and maintain long-term relationships with high-net-worth clients, understanding their financial goals and providing tailored advice.
  • Create and implement comprehensive financial plans, including investment strategies, retirement planning, estate planning, and risk management.
  • Monitor and manage client portfolios, ensuring alignment with their financial objectives and risk tolerance.
  • Stay informed about market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  • Collaborate with internal teams, including research, compliance, and operations, to deliver exceptional client service.
  • Identify and pursue new business opportunities to expand the firm's client base.

  

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, or a related field. Advanced degree or certification (e.g., CFP, CFA, CPA) is required.
  • Minimum of 10 years of experience in financial advisory or wealth management roles, with a focus on high-net-worth clients.
  • Proven track record of client acquisition and retention, with a demonstrated ability to grow a book of business.
  • Deep knowledge of financial planning principles, investment management, and tax strategies.
  • Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
  • Strong analytical and problem-solving skills, with attention to detail and a high degree of accuracy.
  • Proficiency in financial planning software, Salesforce, and Microsoft Office Suite.