Senior Wealth Advisor

At Parkwoods Wealth Partners, we believe in empowering individuals to achieve their financial aspirations and leave meaningful legacies. Our unique approach begins with crafting personalized financial plans, always centered around our clients' goals and values. Founded to address the challenges faced by advisors in the industry, we understand the importance of focusing on what truly matters to our clients. Our team is dedicated to delivering tailored wealth management services, enabling clients to confidently navigate life’s opportunities and challenges.

For more information, visit the "For Advisors" section of our website at

This is a full-time hybrid role for a Senior Wealth Advisor, based in Nashville, TN, with the flexibility for some remote work. The Senior Wealth Advisor will manage client relationships, develop comprehensive financial and retirement plans, provide investment recommendations, and deliver tailored wealth management strategies. You will actively engage with clients to understand their goals, oversee portfolio management, and contribute to growing the firm's practice through strategic client acquisition and retention activities.

• Expertise in Financial Planning and Retirement Planning processes to deliver comprehensive client solutions.
• Strong knowledge of Investments and the ability to manage diversified portfolios effectively.
• Experience in Finance and Wealth Management Services with a focus on personalized client support and outcomes.
• Exceptional communication, relationship‑building, and client service skills.
• Certified Financial Planner (CFP) designation or similar credentials preferred.
• Proficiency in financial planning software and tools.
• Proven ability to work in a hybrid environment, balancing in‑person client interaction and remote tasks.