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Wealth Advisor

KraftCPAs, PLLC

Wealth Advisor

Nashville, TN
Full Time
Paid
  • Responsibilities

    You’ve probably heard the news: Music City is the new “It City.” Business is booming. Contractors are building. Homes are selling. Restaurants are opening. Nashville is growing. And so are we.

    KraftCPAs PLLC is a thriving, locally owned certified public accounting firm that delivers innovative accounting, tax, audit and specialized services. As a large but flexible firm based in Nashville, Tenn., we take pride in our comprehensive accounting and advisory services, our deep industry experience, and our steadfast commitment to personal service. We now have more than 200 people working in our Middle Tennessee offices.

    Wealth Advisor

    The Wealth Advisor (WA) works with clients, develops their wealth management strategy, implements the strategy, and meet with the clients on a regular basis. The WA will manage the holistic wealth advisory plans to help clients achieve their financial goals. Examples of holistic wealth advisory services include retirement planning, estate planning, tax planning, risk management, cash flow management and budgeting, education planning, and gift planning along with other services as needed. The WA will work with the clients’ other professional advisors in providing these services. The WA has responsibility for sourcing new business and closing new business, when assigned to them.

    Responsibilities

    Converting prospects to clients.

    Develop written wealth management plans: define financial goals and opportunities; implement investment and wealth strategies.

    Determine appropriate wealth management strategies and assist clients with their implementation.

    Conduct periodic progress meetings with clients

    Provide continuing education to clients regarding our investment philosophy.

    Manage complex client accounts.

    Build trusted relationships with COIs and other referral sources through well-developed interpersonal and communication skills.

    Meet annual pre-determined revenue goals.

    Provide specialized expertise in one or more functional or technical areas or tools.

    Build networks to develop a pipeline for generating revenue through referrals and exposure in the community and in organizations.

    Develop and mentor Associate Wealth Advisors (AWA)with whom the WA works.

    Requirements

    Minimum 8 - 10 years of experience required

    Successful as an AWA or comparable work experience

    Understands how to use and apply the tools of the firm to support clients

    Strong communication and listening skills. Problem resolution skills. Attention to detail: accuracy; timeliness.

    Must be a team player

    Very good judgment

    Willing to learn new skills

    Ability to develop new business

    Well-developed interpersonal and communication skills – able to build trusted relationships

    Series 65. Must have either the CFP or PFS designation

    KraftCPAs Benefit Highlights:

    Dress for your day

    Paid maternity/paternity/adoption leave

    Mentor programs

    Young Professionals Program

    Now in its third generation of owners, KraftCPAs has demonstrated successful succession planning, which contributes to the strength of the firm and the consistently high level of personal service our clients enjoy.