Relationship Associate - Nashville, Tennessee United States - 33403



JOB DESCRIPTION

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

WHY IS THIS A GREAT OPPORTUNITY?


*leader in the RIA field, excellent training

*camaraderie, professionalism, intregrity foundational 

*client-oriented, white glove service

 

JOB DESCRIPTION

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

 

QUALIFICATIONS

• 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

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