CTMK Network
Role Overview
Our client is a rapidly growing boutique
Wealth Management
firm headquartered in
Nashville, TN , seeking a motivated
Financial Analyst
to support portfolio analytics, client reporting, and investment/financial planning initiatives. This is a high-visibility opportunity to join a collaborative team, build wealth management expertise, and grow alongside a firm thats expanding quicklywhile maintaining a healthy, sustainable pace.
Key Responsibilities Prepare and maintain
client performance reporting , portfolio summaries, and investment analytics Support
asset allocation
and portfolio monitoring (drift analysis, rebalancing support, cash management) Assist with
financial planning analysis
(retirement projections, cash flow, net worth tracking, scenario modeling) Build and enhance
Excel-based models
for forecasting, benchmarking, and investment analysis Partner with advisors to deliver
client-ready materials
for meetings and ongoing communication Help ensure accuracy and data integrity across reporting tools, custodial platforms, and internal systems Support ad hoc analysis tied to
market updates , investment recommendations, and operational improvements
Compensation & Benefits Salary:
Up to
$80,000
(based on experience) Bonus:
Performance-based bonus opportunity Benefits:
Full suite of benefits (medical, dental, vision, etc.) Work-Life Balance:
A team culture that prioritizes balance and flexibility Growth Potential:
Clear runway to expand responsibilities and build a long-term career in wealth management
Qualifications Open to
Accounting or Finance professionals
interested in building a career in
Wealth Management 13 years of experience
(ideal for a strong 2nd-year professional in accounting/finance/analysis) Strong Excel skills (pivot tables, lookups, formulas; modeling a plus) Comfort working with financial data, reconciling reports, and spotting variances/inconsistencies Solid understanding of financial statements and core finance/accounting concepts Detail-oriented, organized, and able to manage multiple priorities in a fast-moving environment Strong communication skillsable to translate analysis into clean, client-friendly outputs
How to Apply If youre ready to join a growing Nashville-based wealth management firm and take the next step in your finance/accounting career,
apply today on LinkedIn . For immediate consideration, please also email your resume directly to
Gene at Gene@ctmknetwork.com . Were moving quicklydont miss out!
Wealth Management
firm headquartered in
Nashville, TN , seeking a motivated
Financial Analyst
to support portfolio analytics, client reporting, and investment/financial planning initiatives. This is a high-visibility opportunity to join a collaborative team, build wealth management expertise, and grow alongside a firm thats expanding quicklywhile maintaining a healthy, sustainable pace.
Key Responsibilities Prepare and maintain
client performance reporting , portfolio summaries, and investment analytics Support
asset allocation
and portfolio monitoring (drift analysis, rebalancing support, cash management) Assist with
financial planning analysis
(retirement projections, cash flow, net worth tracking, scenario modeling) Build and enhance
Excel-based models
for forecasting, benchmarking, and investment analysis Partner with advisors to deliver
client-ready materials
for meetings and ongoing communication Help ensure accuracy and data integrity across reporting tools, custodial platforms, and internal systems Support ad hoc analysis tied to
market updates , investment recommendations, and operational improvements
Compensation & Benefits Salary:
Up to
$80,000
(based on experience) Bonus:
Performance-based bonus opportunity Benefits:
Full suite of benefits (medical, dental, vision, etc.) Work-Life Balance:
A team culture that prioritizes balance and flexibility Growth Potential:
Clear runway to expand responsibilities and build a long-term career in wealth management
Qualifications Open to
Accounting or Finance professionals
interested in building a career in
Wealth Management 13 years of experience
(ideal for a strong 2nd-year professional in accounting/finance/analysis) Strong Excel skills (pivot tables, lookups, formulas; modeling a plus) Comfort working with financial data, reconciling reports, and spotting variances/inconsistencies Solid understanding of financial statements and core finance/accounting concepts Detail-oriented, organized, and able to manage multiple priorities in a fast-moving environment Strong communication skillsable to translate analysis into clean, client-friendly outputs
How to Apply If youre ready to join a growing Nashville-based wealth management firm and take the next step in your finance/accounting career,
apply today on LinkedIn . For immediate consideration, please also email your resume directly to
Gene at Gene@ctmknetwork.com . Were moving quicklydont miss out!