Current jobs related to Wealth Management Specialist - Nashville, Tennessee - The KXN

  • Wealth Management Advisor

    4 weeks ago

    Nashville, Tennessee, United States Truist Financial Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Truist Financial. As a Wealth Advisor, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with comprehensive wealth management advice and solutions.Key ResponsibilitiesMeet revenue...

  • Private Wealth Management Professional

    4 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that advises high-net-worth and ultra-high-net-worth clients. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented individual to join our team as a Private Wealth Associate.Key ResponsibilitiesAs a Private...

  • Senior Wealth Client Management Consultant

    1 month ago

    Nashville, Tennessee, United States CAPTRUST Full time

    Job Title: Senior Wealth Client Management ConsultantOverview:CAPTRUST is seeking a Senior Wealth Client Management Consultant to work with financial advisors to service and retain wealth client relationships. The ideal candidate will have a strong background in client service and a passion for delivering exceptional results.Responsibilities:Build strong...

  • Financial Operations Specialist

    4 weeks ago

    Nashville, Tennessee, United States Tri Star Sports and Entertainment Group,Inc Full time

    Job Title: Financial Operations SpecialistTri Star Sports and Entertainment Group, Inc. is a leading business management firm serving high net-worth clients in the sports and entertainment industry. Our comprehensive financial and advisory services include accounting, tax, tour management, and wealth preservation strategy. We foster a culture of...

  • Trust Relationship Specialist

    1 month ago

    Nashville, Tennessee, United States Regions Bank Full time

    Job Description:The Trust Relationship Specialist provides administrative support to the trust department, relieving team members of clerical and business details. This role involves responding to customer inquiries, communicating with clients and internal partners, and maintaining accurate account documentation.Key Responsibilities:Respond to customer...

  • Tax Manager | Private Client

    4 weeks ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Forvis Mazars' Private Client team is seeking a highly skilled Tax Manager to provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your...

  • Enterprise Solutions Specialist

    1 month ago

    Nashville, Tennessee, United States Wealth Access Full time

    h3JobOverview/h3pWealthAccessisseekingahighlyskilledbSalesEngineer/btobridgethegapbetweenourtechnicalsolutionsandclientneeds./ppThisrolerequiresastrongunderstandingofourSaaSsolutions,aswellastheabilitytocommunicatecomplextechnicalconceptstoclients./ppTheidealcandidatewillworkcloselywithoursalesandproductteamstodemonstratethevalueofoursolutionsandensureclient...

  • Van Transportation Specialist

    4 weeks ago

    Nashville, Tennessee, United States Peachtree Hospitality Management Full time

    A Van Transportation Specialist at Peachtree Hospitality Management drives a van or small bus to collect and deliver VA hotel guests to and from the airport. The driver is responsible for transporting guests to tourist areas and/or other destinations and provides information on the local area. Able to meet all the comfort requirements of the hotel guests and...

  • Prestigious Financial Performance Specialist

    3 weeks ago

    Nashville, Tennessee, United States Wells Fargo Full time

    Wells Fargo is seeking a highly skilled and experienced Financial Performance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors.About this role:We are looking for a talented professional to join our team as a Financial Performance Specialist. As a key member of our team, you will be responsible for supporting Financial Advisors...

  • Tax Manager

    4 weeks ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Job SummaryAs a Tax Manager - Private Client Advisor at Forvis Mazars, LLP, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs, and we partner with financial planners, Wealth Strategists, and Innovation teams to expand your...

  • Senior Utility Support Specialist

    4 weeks ago

    Nashville, Tennessee, United States i3 Verticals Management Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior Utility Support Specialist to join our team at i3 Verticals Management Services, Inc. The ideal candidate will have a strong background in utility industry and experience working with Customer Information Systems / Billing and Meter Data Management systems.The successful candidate will be responsible for...

  • Labor and Employment Attorney

    2 weeks ago

    Nashville, Tennessee, United States Martine Management Full time

    About the RoleMartin Management Group is seeking an experienced Labor and Employment Attorney to join our legal team as a Compliance Specialist. As an integral member of the team, you will be responsible for providing expert guidance on labor and employment matters to ensure compliance with federal, state, and local laws.Key Responsibilities:Provide counsel...

  • Product Assurance Specialist

    4 weeks ago

    Nashville, Tennessee, United States i3 Verticals Management Services, Inc. Full time

    Job Title: Product Assurance SpecialistJob Summary:We are seeking a highly skilled Product Assurance Specialist to join our team at i3 Verticals Management Services, Inc. The successful candidate will be responsible for ensuring the quality of our proprietary software applications by testing them against user requirements.Key Responsibilities:Test software...

  • Accounts Receivable Specialist

    4 weeks ago

    Nashville, Tennessee, United States Gypsum Management & Supply, Inc. Full time

    Gypsum Management & Supply, Inc. is a leading distributor of building materials, seeking a skilled Accounts Receivable Specialist to join their team. As a key member of the finance department, this role will be responsible for ensuring timely and accurate payment processing, resolving discrepancies, and maintaining strong relationships with customers.Key...

  • Private Banking Relationship Manager

    4 weeks ago

    Nashville, Tennessee, United States Old National Bank Full time

    At Old National Bank, we are seeking a highly skilled Private Banker to join our team. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.The ideal candidate will be responsible for delivering an...

  • Desktop Management Specialist

    4 weeks ago

    Nashville, Tennessee, United States Diverse Lynx Full time

    Job Title: Desktop Management SpecialistJob Summary:We are seeking a highly skilled Desktop Management Specialist to join our team at Diverse Lynx LLC. As a key member of our Infrastructure Services team, you will be responsible for providing top-notch support to our data center operations.Key Responsibilities:Provide 24/7 on-call support and respond to...

  • Grant Management Specialist

    4 weeks ago

    Nashville, Tennessee, United States Lorven Technologies Full time

    Job Title: Grants Analyst 2 Duration: Contract As a Grant Management Specialist at Lorven Technologies, you will perform a variety of administrative duties including the following: Build, update, and maintain spreadsheets and work efficiently in multiple databases Review and analyze grant applications with close attention to detail to ensure and document...

  • Invoice Management Specialist

    4 weeks ago

    Nashville, Tennessee, United States A Head For Profits Full time

    Company Overview:A Head For Profits is a leading provider of high-quality draft beer to consumers. Our mission is to deliver great-tasting beer to the market, while growing our sales and customer base. We are seeking a skilled Invoice Management Specialist to join our team.Job Description:The Invoice Management Specialist is responsible for ensuring the...

  • Veterinary Technician Specialist in Dentistry or Anesthesia

    4 weeks ago

    Nashville, Tennessee, United States Veterinary Dental Management Services Full time

    Job Title: Veterinary Technician Specialist in Dentistry or AnesthesiaAbout the Role: We are seeking a highly skilled Veterinary Technician Specialist to join our team at Veterinary Dental Management Services. As a key member of our veterinary hospital, you will play a vital role in providing high-quality medicine and exceptional customer service to our...

  • Managed Care Specialist

    4 weeks ago

    Nashville, Tennessee, United States Integrated Resources Full time

    Job Title: Managed Care SpecialistJob Summary:Integrated Resources is seeking a highly skilled Managed Care Specialist to join our team. As a key member of our team, you will be responsible for determining individual and family eligibility for our client's care programs. Your excellent communication and organizational skills will enable you to effectively...

Wealth Management Specialist

1 month ago

Nashville, Tennessee, United States The KXN Full time

Role Overview:

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

Key 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.

Requirements:

  • 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.

About the Opportunity:

This role offers a unique chance 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.