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Windward Recruiting

Lead Wealth Advisor for UHNW & Multigenerational Planning

Windward Recruiting, Nashville, Tennessee, United States, 37247

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A premier financial advisory firm in Nashville is seeking a Lead Advisor to manage client relationships, especially with ultra-high-net-worth families. This role requires 5–10+ years of experience in financial planning and investment management, along with CFP® certification. The Lead Advisor will be responsible for developing tailored financial strategies and driving new business development through networking and relationship-building efforts. Strong communication and leadership skills are essential for success in this fast-paced and integrity-driven environment. #J-18808-Ljbffr