The KXN · 6 hours ago
Wealth Management Advisor
Tennessee, United States
Full-time
Hybrid
Senior Level
$150K/yr - $250K/yr
5+ years expThe KXN is conducting a confidential search for a successful Wealth Management firm seeking an experienced Wealth Advisor. This role focuses on delivering personalized financial planning and advice to high-net-worth clients while building investment portfolios and driving business development.
Staffing & Recruiting
Hiring Manager
Esther Yoder
Responsibilities
Serve as the primary advisor for UHNW/HNW clients, delivering highly personalized financial planning and advice
Build and oversee customized investment portfolios aligned with each client’s goals and risk profile
Develop integrated strategies across retirement, tax, estate, and multi-generational planning
Collaborate with internal investment, planning, and service teams to ensure a seamless client experience
Drive business development through referrals, relationship building, networking, and firm-supported marketing initiatives
Qualification
Required
5+ years of experience as a Lead or Primary Advisor
Active advisor licenses (Series 65, 66, or 7)
Existing book of business with a growth-oriented mindset
Comfortable sourcing and developing new client relationships
Preferred
CFP® preferred
Benefits
Flexible compensation (W-2 or 1099)
Benefits
401(k) match
Revenue-sharing and long-term upside opportunities
Flexible schedule with hybrid/remote options
Company
The KXN
Kairos (noun) :The perfect, crucial moment; when time and place align to create the ideal atmosphere for action, where possibilities emerge and opportunities arise.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase