JOB DESCRIPTION

Job #: 6064
Title: Wealth Planner
Job Location: Nashville, Tennessee - United States
Employment Type:
Salary: $80,000.00 - $120,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Wealth Planner - Nashville, TN - Top Tier Wealth Management Firm

Top Tier Wealth Management Firm in Nashville seeks a Wealth Planner to design and implement wealth planning solutions for high net worth individuals and families.


This role offers a collegial environment in a dynamic, expanding company with excellent work/life balance. It is ideal for a JD, CPA or CFP looking to move away from billable hours towards a more diverse and holistic planning role.

JOB DESCRIPTION

The Wealth Planner will provide expertise in trust, estate, gift and charitable planning, and add value to existing client relationships. In addition, the Wealth Planner will work directly with clients and their outside advisors. Extensive opportunity to introduce and develop the planning platform for the firm and act as a mentor to junior associate. 

QUALIFICATIONS

The ideal candidate will have 5-10 years of estate, tax or financial planning experience from a law,  accounting or financial services firm.

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