Job Description

The Bahnsen group is seeking to fill an associate-level position in our new Nashville office, opening March 1, 2022.  The role would involve on-site office management of the new satellite office and full responsibilities as an associate in the Service & Operations team.

RESPONSIBILITIES:

·                     Account opening and transfers

·                     Money movement operations

·                     New Client Onboarding

·                     Client service and communications

·                     Administrative needs around client and account operations

·                     Nashville office management

QUALIFICATIONS:

·                     Bachelor's degree is a plus but not required

·                     Sharp attention to detail

·                     Strong work ethic

·                     Good people skills

·                     Great team player who is open to constructive feedback

Company Description

About The Bahnsen Group has built a strong reputation delivering investment strategies and wealth management experiences. The firm manages over $3 billion of client assets, and has developed fully-resourced departments in Operations, Investment Solutions, Research, Financial Planning, Communications, and Client Experience, with 25 employees, advisors, and partners. The Bahnsen Group is regularly recognized as one of the top advisors in the country by Barron’s, Forbes, and the Financial Times, and David has become a nationally sought-after financial markets commentator.