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| Job #: | 33403 |
|---|---|
| Title: | Relationship Associate |
| Job Location: | Nashville, Tennessee - United States |
| Employment Type: | |
| Salary: | contact recruiter for details |
| Employer Will Recruit From: | Regional |
| Relocation Paid?: | Negotiable |
*leader in the RIA field, excellent training
*camaraderie, professionalism, intregrity foundational
*client-oriented, white glove service
Top Tier RIA, AUM 7+ Billion AUM, seeking a highly motivated, service-oriented, entrepreneurial-minded individual.
*work in partnership with a team: learn, grow, mentoring
*employee owned: equity track automatic
*HNW/UHNW clientele: individuals, multi-generational families, family offices, foundations, endowments and retirement plans.
*tailored investment management, financial planning, trust and estate, family office, and institutional advisory services
• Bachelor’s degree in Business or related field, or equivalent education and related training; advanced degree preferred
• CFP, CPA, CPWA or other advanced designation preferred
• 3+ years of financial planning, estate and/or tax planning experience, investment advisory or comparable experience preferred
• A working knowledge of the application of wealth management planning such as cash flow, education, retirement, risk management and insurance, tax, business tax, trust, and estate and wealth transfer
• Experience with financial/investment technology platforms; proficiency in Excel and PowerPoint applications
• Ethical practitioner with the ability to exercise sound judgment and effectively manage risk
• Ability to develop trust and build internal and external relationships
• Strong work ethic with the ability to work under pressure and handle multiple tasks within deadlines
• Strong analytical abilities and excellent attention to detail
• Excellent writing and communication skills
• Professional, pleasant and personable in dealing with clients
• Adaptable in a rapidly changing environment
Education:
University - Bachelor's Degree/3-4 Year Degree
