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Lead Wealth Advisor UHNW & Multigenerational Planning
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-02-03
Listing for:
Windward Recruiting
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
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.
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