RELATIONSHIP MANAGER / WEALTH STRATEGIST

OVERVIEW OF THE COMPANY

An employee-owned, comprehensive wealth management firm headquartered in the
Southeast, with over $10 billion in client assets under management. The firm serves individuals, multigenerational families, family offices, foundations, endowments, and retirement plans. Our firm provides tailored investment management, financial planning, trust and estate, family office, and institutional advisory services.

LOCATION

This position is based in Tennessee .

THE POSITION

The Relationship Manager / Wealth Strategist is an experienced planning professional who works collaboratively with a team of client service professionals to deliver comprehensive financial planning, wealth management, investment advisory, and trust services to clients. This role requires deep technical expertise, strong client relationship skills, and a commitment to long-term strategic thinking for high-net-worth clients.

KEY RESPONSIBILITIES

• Provide long-term strategic advice, identify client needs, and develop customized, solution-based
recommendations to help high-net-worth clients achieve their financial goals
• Lead or actively participate in client and prospect meetings using a team-based approach in
partnership with multiple client service teams
• Apply advanced knowledge of fiduciary responsibilities and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management, and prudent investment principles
• Draft, review, and present detailed analyses of individual clients’ financial plans
• Assist with the preparation of customized reports and client presentations
• Engage in business development activities and contribute to a positive growth-oriented culture across the firm
• Manage business risk associated with new and existing client relationships
• Maintain and update planning tools and documentation for the client service team
• Contribute to the development and mentorship of junior wealth strategists and other team members
• Promote the firm’s services and reputation through participation in business, civic, and community functions with clients and centers of influence

EDUCATION

• Bachelor’s degree in business or a related field required; advanced degree preferred
• CFP®, CPWA®, JD, CPA, or other advanced designation preferred
• Seven or more years of experience in financial planning, estate planning, or tax planning
• Experience working closely with high-net-worth clients and centers of influence consistent        with the firm’s target market

SKILLS AND COMPETENCIES

• Strong technical knowledge in financial planning, trust and estate planning, and investment advisory
services
• Demonstrated ability to lead client relationships and collaborate within a team-based environment