Parkwoods Wealth Partners ยท 1 day ago
Senior Wealth Advisor
Nashville, TN
Full-time
Hybrid
Senior LevelParkwoods Wealth Partners is dedicated to empowering individuals to achieve their financial aspirations through personalized financial plans. The Senior Wealth Advisor will manage client relationships, develop comprehensive financial and retirement plans, and provide tailored wealth management strategies.
Financial Services
Hiring Manager
William H Braddy III MBA, CFPยฎ
Responsibilities
Manage client relationships
Develop comprehensive financial and retirement plans
Provide investment recommendations
Deliver tailored wealth management strategies
Engage with clients to understand their goals
Oversee portfolio management
Contribute to growing the firm's practice through strategic client acquisition and retention activities
Qualification
Required
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
Proficiency in financial planning software and tools
Proven ability to work in a hybrid environment, balancing in-person client interaction and remote tasks
Preferred
Certified Financial Planner (CFP) designation or similar credentials preferred
Company
Parkwoods Wealth Partners
๐ช๐ต๐ฎ๐ ๐๐ถ๐ป๐ฑ ๐ผ๐ณ ๐๐ฒ๐ด๐ฎ๐ฐ๐ ๐ช๐ถ๐น๐น ๐ฌ๐ผ๐ ๐๐ฒ๐ฎ๐๐ฒ? When it gets down to it, we all just want to have enough money to live the life we want.
Founded in 2024
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase