Wealth Advisor

Job Description

Job Description

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

Company Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Company Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.