Oasis Wealth Planning Advisors, LLC
Financial Planner/Wealth Advisor
Oasis Wealth Planning Advisors, LLC, Nashville, Tennessee, United States, 37247
3 days ago Be among the first 25 applicants
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Wealth Planning Advisor/Partner @ Oasis Wealth Planning Advisors, Serving Near Retirees, Retirees, and Widows
Position Overview We are seeking an experienced and credentialed
Financial Planner / Wealth Advisor
to join our growing team at our fee-only RIA firm. This role is ideal for a professional who thrives in a collaborative environment, enjoys leading client relationships, and is passionate about delivering comprehensive financial planning that integrates tax strategy, investment management, risk mitigation, and life planning. This is not a sales position but rather a consultative position. This is a hybrid position that will serve and meet clients virtually as well as in person. Because of the necessity for some on-site presence and regional familiarity, candidates are required to be located in Nashville, Atlanta, or Tampa or willing to relocate to one of those areas. Key Responsibilities Serve as the lead advisor for a select group of client relationships, delivering proactive, personalized financial advice. Develop and implement comprehensive financial plans, including: Tax planning and optimization strategies Investment management aligned with client goals and risk tolerance Risk management including insurance analysis and estate planning coordination Estate planning to ensure proper documents and beneficiaries are in place while collaborating with outside counsel Life planning to help clients align their finances with their values and aspirations Collaborate with internal team members and external professionals (CPAs, attorneys, etc.) to ensure seamless client service. Stay current on financial planning best practices, tax law changes, and market trends. Contribute to firm growth through thought leadership, mentoring junior team members, and enhancing internal processes. Qualifications Series 65 or 66 required Minimum of
5 years of experience
in a client-facing financial planning role Proven ability to lead and deepen client relationships with a high level of empathy and professionalism Additional credentials such as
CPA, EA, CFA, or CIMA
are highly valued Strong analytical, communication, and interpersonal skills Proficiency with financial planning software (e.g., eMoney, RightCapital), CRM systems, and portfolio management tools A growth mindset and a passion for continuous learning What We Offer Competitive compensation with performance-based incentives Equity or partnership potential for the right candidate 401(k) with employer match Generous PTO and flexible work arrangements Support for continuing education and professional development A mission-driven, collaborative team culture Referrals increase your chances of interviewing at Oasis Wealth Planning Advisors, LLC by 2x Get notified about new Financial Planner jobs in
Nashville, TN . Brentwood, TN $60,000.00-$100,000.00 1 week ago Advisor Development Program - Financial Solutions Advisor Trainee: Smyrna Financial Center Smyrna TN Nashville, TN $43,888.00-$150,000.00 1 month ago Financial Advisor Trainee - PCG (Franklin, TN) Brentwood, TN $80,000.00-$100,000.00 3 months ago Financial Advisor/Wealth Manager - Nashville Financial Advisor - Endowments and Foundations Financial Technology Consultant (Product & Accounting Focus) Personal Financial Counselor; Nashville, TN Nashville, TN $53,125.00-$84,995.00 1 month ago Mount Juliet, TN $90,000.00-$200,000.00 2 weeks ago Personal Financial Counselor; Nashville, TN Nashville, TN $53,125.00-$84,995.00 1 month ago Franklin, TN $50,000.00-$75,000.00 1 day ago Merchandising Analyst - Pricing Strategy and Financial Analysis We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Position Overview We are seeking an experienced and credentialed
Financial Planner / Wealth Advisor
to join our growing team at our fee-only RIA firm. This role is ideal for a professional who thrives in a collaborative environment, enjoys leading client relationships, and is passionate about delivering comprehensive financial planning that integrates tax strategy, investment management, risk mitigation, and life planning. This is not a sales position but rather a consultative position. This is a hybrid position that will serve and meet clients virtually as well as in person. Because of the necessity for some on-site presence and regional familiarity, candidates are required to be located in Nashville, Atlanta, or Tampa or willing to relocate to one of those areas. Key Responsibilities Serve as the lead advisor for a select group of client relationships, delivering proactive, personalized financial advice. Develop and implement comprehensive financial plans, including: Tax planning and optimization strategies Investment management aligned with client goals and risk tolerance Risk management including insurance analysis and estate planning coordination Estate planning to ensure proper documents and beneficiaries are in place while collaborating with outside counsel Life planning to help clients align their finances with their values and aspirations Collaborate with internal team members and external professionals (CPAs, attorneys, etc.) to ensure seamless client service. Stay current on financial planning best practices, tax law changes, and market trends. Contribute to firm growth through thought leadership, mentoring junior team members, and enhancing internal processes. Qualifications Series 65 or 66 required Minimum of
5 years of experience
in a client-facing financial planning role Proven ability to lead and deepen client relationships with a high level of empathy and professionalism Additional credentials such as
CPA, EA, CFA, or CIMA
are highly valued Strong analytical, communication, and interpersonal skills Proficiency with financial planning software (e.g., eMoney, RightCapital), CRM systems, and portfolio management tools A growth mindset and a passion for continuous learning What We Offer Competitive compensation with performance-based incentives Equity or partnership potential for the right candidate 401(k) with employer match Generous PTO and flexible work arrangements Support for continuing education and professional development A mission-driven, collaborative team culture Referrals increase your chances of interviewing at Oasis Wealth Planning Advisors, LLC by 2x Get notified about new Financial Planner jobs in
Nashville, TN . Brentwood, TN $60,000.00-$100,000.00 1 week ago Advisor Development Program - Financial Solutions Advisor Trainee: Smyrna Financial Center Smyrna TN Nashville, TN $43,888.00-$150,000.00 1 month ago Financial Advisor Trainee - PCG (Franklin, TN) Brentwood, TN $80,000.00-$100,000.00 3 months ago Financial Advisor/Wealth Manager - Nashville Financial Advisor - Endowments and Foundations Financial Technology Consultant (Product & Accounting Focus) Personal Financial Counselor; Nashville, TN Nashville, TN $53,125.00-$84,995.00 1 month ago Mount Juliet, TN $90,000.00-$200,000.00 2 weeks ago Personal Financial Counselor; Nashville, TN Nashville, TN $53,125.00-$84,995.00 1 month ago Franklin, TN $50,000.00-$75,000.00 1 day ago Merchandising Analyst - Pricing Strategy and Financial Analysis We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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