Parkwoods Wealth Partners, LLC
Senior Wealth Advisor
Parkwoods Wealth Partners, LLC, Nashville, Tennessee, United States, 37247
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Senior Wealth Advisor and Head of the Nashville Office | Wealth Management
Company Description At Parkwoods Wealth Partners, we help families leave a lasting legacy by providing comprehensive financial planning services. We provide personalized plans focused on allowing clients to live the life they have worked so hard for, face life’s challenges with confidence, and support the causes that mean the most to them. Our firm is also an excellent option for wealth advisors personally looking for an exit or retirement strategy. We have developed a very experienced, strong support team and will work to build a custom, lucrative exit or retirement plan for the wealth advisor which will also be focused to continue to take care of client families that have entrusted them over the years. Role Description This is a full-time hybrid role for a Senior Wealth Advisor, based in Nashville, TN. The Senior Wealth Advisor will be responsible for developing new and supporting some exisiting relationships. Qualifications Expertise in Financial Planning, Estate Planning, Retirement Planning, Insurance, and Investments Experience in Wealth Management Services Proficient in Finance and Investment strategies Strong communication and interpersonal skills Ability to work independently and as part of a team Bachelor's degree in Finance, Business, or a related field; MBA and CFP designation preferred Previous experience in a similar senior advisory role a plus . Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Company Description At Parkwoods Wealth Partners, we help families leave a lasting legacy by providing comprehensive financial planning services. We provide personalized plans focused on allowing clients to live the life they have worked so hard for, face life’s challenges with confidence, and support the causes that mean the most to them. Our firm is also an excellent option for wealth advisors personally looking for an exit or retirement strategy. We have developed a very experienced, strong support team and will work to build a custom, lucrative exit or retirement plan for the wealth advisor which will also be focused to continue to take care of client families that have entrusted them over the years. Role Description This is a full-time hybrid role for a Senior Wealth Advisor, based in Nashville, TN. The Senior Wealth Advisor will be responsible for developing new and supporting some exisiting relationships. Qualifications Expertise in Financial Planning, Estate Planning, Retirement Planning, Insurance, and Investments Experience in Wealth Management Services Proficient in Finance and Investment strategies Strong communication and interpersonal skills Ability to work independently and as part of a team Bachelor's degree in Finance, Business, or a related field; MBA and CFP designation preferred Previous experience in a similar senior advisory role a plus . Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Parkwoods Wealth Partners, LLC by 2x Get notified about new Wealth Management Advisor jobs in
Nashville, TN . Nashville, TN $118,688.90-$168,940.00 1 month ago Brentwood, TN $60,000.00-$100,000.00 1 week ago Financial Advisor - Endowments and Foundations
Franklin, TN $60,000.00-$65,000.00 1 month ago U.S. Private Bank – Private Banker – Executive Director or Vice President (Nashville, TN)
Retirement Plan Consultant II - Memphis TN
Nashville, TN $65,000.00-$100,000.00 1 day ago BCG Platinion| Consultant, Risk Management
Brentwood, TN $80,000.00-$100,000.00 1 month ago Personal Financial Counselor; Nashville, TN
Nashville, TN $53,125.00-$84,995.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr