Personal Wealth Advisor - TN

Finance
Ref: 371 Date Posted: Tuesday 17 May 2022
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Are you a solutions-driven, consultative financial planner with a passion for delivering exceptional client experience? If so, Elevation is actively recruiting a Personal Wealth Advisor for a leading wealth management firm establishing their Nashville division!

Overview:

Reporting to the Chief Executive Officer, the Personal Wealth Advisor is a key member of a growing team in one of the Southeast’s leading wealth management firms. The Personal Wealth Advisor (PWA) ensures delivery of an exceptional client experience to High Net Worth families through timely and value-added responses to client inquiries; by providing clients with comprehensive financial advice, financial planning, and wealth management services; and by expertly curating private market opportunities. The successful candidate will have demonstrated excellence in previous roles as a wealth advisor and financial planner, and will embody the highest standards of integrity, enthusiasm, and organization.

What You Will Be Doing:

  • Providing clients with comprehensive financial advisory and wealth management services.
  • Evaluating clients’ financial situation and identifying investment objectives through a comprehensive and customized financial planning process.
  • Recommending appropriate solutions and monitoring portfolios for changes and adjustments in client needs and objectives.
  • Providing sophisticated wealth management services to address client needs by assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and values to establish financial goals and investment strategies.
  • Curating private market opportunities in line with client objectives and tolerance for risk.
  • Leading various projects, including leading client meetings, completing portfolio reviews, and preparing financial projections.
  • Developing and executing a plan, with performance metrics, to cultivate and secure High Net Worth clients and serve as their Personal Wealth Advisor.
  • A working knowledge of portfolio allocation methods and investment management is expected.

What You Need To Have:

  • Experience in the development of personal financial plans.
  • Solid investment management skills, including construction and implementation of investment portfolios for High Net Worth investors.
  • Excellent project management skills; organized and detail oriented.
  • Ability to respond expeditiously to client needs while managing competing priorities.
  • Strong problem solving and analytical skills as well as excellent verbal and written communication skills.
  • Ability to work well in a team environment with the willingness to share information, find solutions, and develop new skills and knowledge.
  • Advanced Microsoft Office and Adobe skills including Outlook, Word, and Excel.
  • Bachelor’s degree, Series 65 certification, and experience in the financial services industry is required; CFP® designation and tax experience are highly desired.
  • Experience with e-signature platforms, financial planning software, and TD Ameritrade, Fidelity, Schwab, and/or Millennium Trust Company advisor interfaces is highly desirable.