UNKNOWN

FEED

6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

YEAR

Deloitte

Manager, Industry Solutions, Investment Wealth Management

ea_via_bold

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Job SummaryActively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.

Truist Bank

Financial Advisor - Investment Services Group

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.

Truist Financial Corporation

We're on a mission to help 100 people earn $250,000+ per year and create real financial freedom-and we're doing it by building one of the strongest, most driven sales teams in the country. Long term: Lead a team, become a mentor, and build wealth while helping others do the same OR just enjoy building a great business that grows your income significantly every year!

Great American Opportunities

Insurance Advisor

linkup_via_bold

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.

Truist Financial Corp

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Edward D Jones & Co LP

Financial Advisor

Whether you're looking to grow faster, reduce operational burdens, prepare for succession, or simply provide your clients with additional resources, we'd like to have a confidential conversation. Seeking an Established Registered Investment Advisor (RIA) or Wealth Management Firm Owner You didn't spend decades building trust just to become another employee.

FourPoint People

Strategic RIA Partner

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial

Client Service Associate - Kingsport, TN

sourcestack_via_bold

Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. The Financial Assistant plays a critical role in supporting the Financial Advisor of the WBT Wealth Management team by managing account maintenance activities and fostering ongoing relationships with clients through consistent daily interactions.

Wilson Bank and Trust

Financial Assistant

Wilson Bank & Trust

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Investment Management - Business Strategy Manager

As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

LPL Financial Holdings Inc

Vice President, Regional Branch Manager

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Working directly with clients and wealth advisors to identify proactive tax strategies around investments, charitable giving, retirement distributions, Roth conversions, business ownership, and major liquidity events. If your background, skills, and interest match the following; please apply online to ensure your credentials are reviewed by a skilled recruiter immediately and also email your resume to Mary Katherine Womack at mwomack@rezultgroup.com.

Rezult Group

Tax Director

HaleyMarketing

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Senior Market Strategist is a senior investment professional who extends the capacity of the Chief Investment Officer through delegated responsibility for market communication, advisor and CPA engagement, and investment related analysis across public and private markets.

Aprio

Senior Market Strategist

IRecruitee

In-N-Out Burger's menu has remained the same since 1948, and we have maintained a simple philosophy - serve only the highest quality product, prepare it in a clean and sparkling environment, and serve it in a warm and friendly manner. This position will report to the Senior Director of Family Office and will be responsible for supporting the administrative needs of the Family Office department, including direct support of the department Senior Director.

HOUR

In-N-Out Burgers Inc

Administrative Assistant II - Family Office

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel Financial Corp

Registered Client Service Associate

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Client Service Associate NR

The role ensures the accurate recording and reconciliation of financial transactions, supports financial reporting, manages accounts payable activities, and assists with budgeting, cash flow monitoring, tax preparation, and audit support. Partner with internal teams and external professionals, including accountants, bankers, tax advisors, investment managers, and vendors, while supporting broader Family Office initiatives as needed.

Family Office Bookkeeper

Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.

Wealth Advisor Jobs in Nashville, TN

Manager, Industry Solutions, Investment Wealth Management Deloitte

Financial Advisor - Investment Services Group Truist Bank

Financial Advisor - Investment Services Group Truist Financial Corporation

Insurance Advisor Great American Opportunities

Financial Advisor - Investment Services Group Truist Financial Corp

Financial Advisor Edward D Jones & Co LP

Strategic RIA Partner FourPoint People

Client Service Associate - Kingsport, TN LPL Financial

Financial Assistant Wilson Bank and Trust

Financial Assistant Wilson Bank & Trust

Investment Management - Business Strategy Manager Deloitte

Vice President, Regional Branch Manager LPL Financial Holdings Inc

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Tax Director Rezult Group

Senior Market Strategist Aprio

Administrative Assistant II - Family Office In-N-Out Burgers Inc

Registered Client Service Associate Stifel Financial Corp

Client Service Associate NR Stifel Financial Corp

Family Office Bookkeeper In-N-Out Burgers Inc

Director, Family Office Armanino McKenna Certified Public Accountants & Consultants

Similar Job Searches

See More Jobs

Stand out to leading employers.