Wealth Management Advisor

1 month ago

nashville, United States The KXN Full time

The KXN is working closely with a reputable Wealth Management company in the Nashville area that is looking for a skilled and motivated Wealth Advisor to join their growing team. This is a fantastic opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized strategies.


Responsibilities:

  • Develop and implement customized financial plans for clients, focusing on investment strategies, retirement planning, and wealth management.
  • Provide ongoing financial advice and guidance to clients, ensuring their portfolios align with their financial goals and risk tolerance.
  • Build and maintain long-term relationships with clients by offering exceptional service and regular follow-ups.
  • Identify and engage prospective clients through networking, referrals, and community outreach.
  • Stay informed about market trends, economic conditions, and regulatory changes to effectively advise clients.
  • Work collaboratively with internal teams to ensure clients receive well-rounded, integrated financial services.
  • Track and manage performance metrics, ensuring goals for revenue and client satisfaction are met or exceeded.


Qualifications:

  • Proven experience as a Financial Advisor, Wealth Manager, or similar role.
  • CFP® designation (or actively pursuing certification) is strongly preferred.
  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Strong knowledge of financial products and wealth management strategies.
  • Excellent interpersonal and communication skills with the ability to build trust and rapport with clients.
  • Proficiency in financial planning software and tools (e.g., eMoney, Wealthfront, etc.).
  • Ability to work independently while contributing to a collaborative team environment.
  • Series 7/66 or 65 licenses preferred.


Description:

This role offers a unique opportunity to join a dynamic team at a growing firm in the Nashville area. The ideal candidate will be client-focused, results-driven, and eager to build a career helping individuals and families achieve their financial goals. You’ll have access to an established client base while also benefiting from ongoing professional development and the latest financial planning tools.


APPLY NOW: If you're an experienced Wealth Advisor looking for a rewarding career opportunity in a vibrant and growing market, please send your resume to esther.yoder@thekxn.com.

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