Job Description

We are currently seeking an accomplished, director level wealth advisor to work with high net worth clients of our firm.

Overview:

Builds relationships with largest, most sophisticated clients to develop, implement, and monitor long term wealth planning
Unique opportunity to build a practice supported by a thriving tax practice
The candidate will be serving clients in Nashville, TN, Birmingham, AL, and Atlanta, GA. Residence in one of the three markets is required.
Success will be driven by ability to build internal support from existing colleagues, develop new business with internal and external clients, coordinate client engagement teams serving existing clients, and continue to manage current client relationships effectively over a long time period
Candidate will be supported by a team of operations, planning, and investment professionals in Charlotte, NC.

Responsibilities:

Manages the largest, most sophisticated clients
Leading practice development activities: meeting and networking with potential clients to identify new opportunities and grow practice;
As applicable, cross-referring other Firm services; delegates less complex clients, orchestrating opportunities for others on team
Instrumental in coordinating of comprehensive financial plans that include estate, retirement, tax and insurance considerations and discussing options with clients
Reviewing and analyzing financial performance results and preparing report of highly complex nature
Maintaining contact with client to revise existing financial plan based on modified needs of client or changes in investment landscape

Qualifications:

Excellent communication skills for working with prospects, clients and team members
Business experience of 10 or more years in the wealth management, public accounting, trust company  or related financial services related industry
Undergraduate Degree and CFP® expected, CPA, CFA, or JD preferred
Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion.
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools including CRM systems
Strong knowledge of capital markets and portfolio management 
Excellent verbal and written communication skills
Demonstrated client service skills
Strong mathematical and analytical skills
Strong attention to detail, accuracy and problem solving skills
Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
Self-motivated and possess a sense of urgency
Strong ethical and professional standards
Flexibility, adaptability and strong team orientation
Ability to support the presentation of material to clients and prospective clients as part of a team