Lead Advisor - Nashville

Only for registered members Nashville, United States

1 month ago

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Job summary

This is an opportunity to step into a visible, influential role where your expertise, relationships and leadership will help shape the future of a well-established firm and the lives of the clients it serves.

Responsibilities

  • Serve as the lead advisor through proactive communication, personalized planning and strategic investment guidance.
  • Drive new business development by cultivating relationships through referrals, networking and meaningful community engagement.
  • Deliver customized financial strategies that help clients define pursue and protect their personal and financial goals.

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