Selby Jennings
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This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $70,000.00/yr - $80,000.00/yr
Direct message the job poster from Selby Jennings
Recruitment Consultant - Investment Management, Private Markets | Selby Jennings Company Overview
This firm is a premier wealth management organization purpose-built to serve ultra high net worth individuals, family offices, and institutional clients. With a foundation rooted in independence, innovation, and deep financial expertise, the firm delivers highly customized wealth strategies designed to simplify the complexities of significant wealth. Advisors benefit from access to institutional-caliber resources, cutting-edge technology, and a collaborative environment that prioritizes client outcomes and long-term legacy planning. The firm is part of a broader financial group that oversees tens of billions in assets and is consistently recognized among the top RIA firms in the country.
Position Overview
They are seeking a highly motivated and client-focused Wealth Advisor to join our Nashville office. This role is ideal for professionals with 2-5 years of experience in financial advisory or private wealth management who are passionate about delivering sophisticated solutions to ultra high net worth individuals and families. The advisor will play a key role in deepening client relationships, developing tailored strategies, and contributing to the growth of the firm's UHNW client base.
Key Responsibilities
Serve as a trusted advisor to UHNW clients, providing comprehensive financial guidance across investment management, estate planning, tax strategies, and philanthropic goals.
Collaborate with internal teams and external partners to deliver integrated wealth solutions.
Conduct in-depth discovery meetings to understand client objectives, values, and complex financial needs.
Develop and present customized financial plans and investment proposals.
Monitor client portfolios and proactively recommend adjustments based on market conditions and evolving client goals.
Maintain high-touch communication and ensure exceptional client service.
Support business development efforts through referrals, networking, and strategic outreach.
Qualifications
Bachelor's degree in Finance, Economics, Business, or a related field.
2-5 years of experience in wealth management, private banking, or financial planning.
Strong understanding of investment products, estate planning concepts, and tax-efficient strategies.
Exceptional interpersonal and communication skills, with a consultative approach.Proven ability to manage complex client relationships with discretion and professionalism.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Referrals increase your chances of interviewing at Selby Jennings by 2x
Get notified about new Wealth Management Advisor jobs in
Nashville, TN .
#J-18808-Ljbffr
This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $70,000.00/yr - $80,000.00/yr
Direct message the job poster from Selby Jennings
Recruitment Consultant - Investment Management, Private Markets | Selby Jennings Company Overview
This firm is a premier wealth management organization purpose-built to serve ultra high net worth individuals, family offices, and institutional clients. With a foundation rooted in independence, innovation, and deep financial expertise, the firm delivers highly customized wealth strategies designed to simplify the complexities of significant wealth. Advisors benefit from access to institutional-caliber resources, cutting-edge technology, and a collaborative environment that prioritizes client outcomes and long-term legacy planning. The firm is part of a broader financial group that oversees tens of billions in assets and is consistently recognized among the top RIA firms in the country.
Position Overview
They are seeking a highly motivated and client-focused Wealth Advisor to join our Nashville office. This role is ideal for professionals with 2-5 years of experience in financial advisory or private wealth management who are passionate about delivering sophisticated solutions to ultra high net worth individuals and families. The advisor will play a key role in deepening client relationships, developing tailored strategies, and contributing to the growth of the firm's UHNW client base.
Key Responsibilities
Serve as a trusted advisor to UHNW clients, providing comprehensive financial guidance across investment management, estate planning, tax strategies, and philanthropic goals.
Collaborate with internal teams and external partners to deliver integrated wealth solutions.
Conduct in-depth discovery meetings to understand client objectives, values, and complex financial needs.
Develop and present customized financial plans and investment proposals.
Monitor client portfolios and proactively recommend adjustments based on market conditions and evolving client goals.
Maintain high-touch communication and ensure exceptional client service.
Support business development efforts through referrals, networking, and strategic outreach.
Qualifications
Bachelor's degree in Finance, Economics, Business, or a related field.
2-5 years of experience in wealth management, private banking, or financial planning.
Strong understanding of investment products, estate planning concepts, and tax-efficient strategies.
Exceptional interpersonal and communication skills, with a consultative approach.Proven ability to manage complex client relationships with discretion and professionalism.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Referrals increase your chances of interviewing at Selby Jennings by 2x
Get notified about new Wealth Management Advisor jobs in
Nashville, TN .
#J-18808-Ljbffr