Client Advisor

Job Title: Client AdvisorJob Summary:As a Client Advisor at Sonic Automotive, you will be responsible for delivering a premium customer experience by responding to customer inquiries in a prompt, professional, accurate, and courteous manner. You will use lead management tools, CRM software, and the internet to manage inquiry flow, update customer files, and...

Job SummaryAs a Client Service Associate at Stifel Financial, you will provide administrative support to one or more Financial Advisors, assisting with the opening and maintenance of client accounts and records. Your duties will include a wide range of tasks, such as word processing, data entry, and client communication.Key ResponsibilitiesAssist Financial...

Job Summary:CAPTRUST is seeking a highly skilled Wealth Client Relationship Manager to join our team. As a key member of our client service team, you will work closely with financial advisors to service and retain wealth client relationships.Key Responsibilities:Build and maintain strong relationships with financial advisors, internal business partners, and...

Job SummaryCAPTRUST is seeking a highly skilled Wealth Client Relationship Manager to join our team. As a key member of our client service team, you will work closely with financial advisors to service and retain wealth client relationships.Key ResponsibilitiesBuild and maintain strong relationships with financial advisors, internal business partners, and...

About the RoleWe are seeking an experienced Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your key responsibilities will include:Providing outstanding financial advice to clientsServing the...

Client Services AssociateAt Talently Recruiting, we're seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Responsibilities:Coordinate with clients, advisors, and...

Job OverviewWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team at Talently Recruiting. As a key member of our financial services team, you will play a critical role in supporting our financial advisors and clients in achieving their retirement goals.Key ResponsibilitiesCoordinate with clients, advisors, and...

Job DescriptionAt Dynasty Financial Partners, LLC, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our Relationship Management Team, you will play a critical role in building and maintaining strong relationships with our client firms, driving profitability and growth within these organizations.Key...

Relationship ManagerDynasty Financial Partners is seeking a highly skilled Relationship Manager to join their team. As a key member of the Relationship Management Team, the successful candidate will be responsible for building and maintaining strong relationships with client firms, providing strategic guidance and support to drive business growth and...

Job Title: Wealth Advisor (CFP)Location: Brentwood / NashvilleSalary: $100K-$150K + bonus + benefitsSkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout the OpportunityWe are an Independent RIA firm seeking a seasoned CFP professional for a client-facing relationship management role. Our firm serves the needs of high net worth...

About the RoleWe are seeking a highly experienced Senior Vice President of Partner Development to join our team at Sound Physicians. As a key member of our leadership team, you will play a crucial role in shaping and leading our managed services division to bring value to new partner segments.As a strategic partner development leader, you will be responsible...

The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory relationship and once obtaining leads to clients, help them achieve and exceed their financial goals. The Financial Advisor leads his or her team effort to serve clients in a sincere, ethical, and progressive way so that long term, generational relationships are...

Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training...

Job DescriptionJob Title: Client Services Associate (CSA)Location: Greater Nashville Salary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player...

JOB SUMMARY:The Client Services position assists the Financial Advisor with various administrative tasks andprovide clients with quality service. This position interacts daily on the phone and in person withprospective and existing clients including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while...

Company DescriptionSageSpring Wealth Partners is a financial planning firm with over 170 employees dedicated to improving clients' lives through comprehensive financial planning. The firm's purpose since 2002 has been to educate and guide clients to reach their highest financial goals. With eleven offices across the country, SageSpring Wealth Partners...

Company DescriptionSageSpring Wealth Partners is a financial planning firm with over 170 employees dedicated to improving clients' lives through comprehensive financial planning. The firm's purpose since 2002 has been to educate and guide clients to reach their highest financial goals. With eleven offices across the country, SageSpring Wealth Partners...

Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry! The Client Services Associate is a direct hire opportunity, with a fully onsite schedule. Responsibilities: Interact daily on the phone...

Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry! The Client Services Associate is a direct hire opportunity, with a fully onsite schedule. Responsibilities:Interact daily on the phone and...

Merrill Financial Solutions Advisor Job DescriptionThis role is responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals.The key responsibilities include leveraging technology to achieve business...

We are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Key Responsibilities:Serve the client's best interests, providing outstanding financial advice and...

Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, Client Service, Associate, Service, Processing, Branch Manager, Retail, Client

We are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your role will be to serve the client's best interests, providing outstanding financial advice and...

Company Description At BMW MINI OF NASHVILLE, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your success and invested in your future. So read on, and consider a rewarding career...

Keel Point is seeking an experienced Client Service Representative (CSR) to join our existing team in Brentwood, TN. Keel Point serves a wide variety of clients with the highest levels of financial fiduciary excellence. The CSR works closely with a group of advisors to deliver outstanding client service and assists with account management, financial planning...

Who are we? We are Flagship Financial Advisors, a Nashville-based, independent, privately-owned investment and wealth management practice providing fiduciary fee-based active management and other advisory services to clients throughout the United States. Our firm is staffed by professionals with more than six decades of collective financial advisory...

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

Tax ManagerOur client, one of the most trusted client service companies in Tennessee and surrounding states, is looking for a new Tax Manager to add to their team. This company has been in business for over 40 years and is looking for someone to add value to their leadership team. This role is hybrid after an initial training period. Salary up to $130,000...

Tax ManagerOur client, one of the most trusted client service companies in Tennessee is looking for a new Tax Manager to add to their team. This company has been in business for over 40 years and is looking for someone to add value to their leadership team. Hybrid after training. Can sit in their Nashville or Knoxville office. alary up to $130,000 based on...

Tax ManagerOur client, one of the most trusted client service companies in Tennessee and surrounding states, is looking for a new Tax Manager to add to their team. This company has been in business for over 40 years and is looking for someone to add value to their leadership team. This role is hybrid after an initial training period. Salary up to $130,000...