Job Description
Are you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Financial Advisors are coachable, lifelong learners with generous salaries and a path to partnership in the firm if desired
Job Summary:
The Servicing Financial Advisor has responsibility for managing existing client relationships and formulating and implementing financial advice, initially working in partnership with a more experienced financial advisor, and then progressing to managing client relationships on their own and function as relationship lead for those clients. Servicing Financial Advisors work closely with Client Service Administrators to provide a consistently exceptional client experience. Servicing Financial Advisors are expected to cultivate referrals from clients they serve but are typically not expected to drive outside business development. Usual hours are 40 hours per week during normal business hours (we do allow for flex time and some remote work with supervisor approval). From time to time, this position will require time outside of standard business hours to accommodate physicians’ busy schedules.
This Servicing Financial Advisor position in Nashville will be an integral part of our Women Physicians Practice Group! Learn more at https://www.vestiaadvisors.com/women/.
Primary Responsibilities Include:
**Required Experience/Qualifications: **
**Preferred Experience/Qualifications: **
Growth Path Next Steps Could Likely Include the Following:
Benefits Include:
Equal Opportunity is Real Here:
Team Vestia embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better Team Vestia will be!
Company Description
Who we are:
• Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals
• We launched in January 2018 after purchasing a successful business from another company
• We manage nearly $800 million in investment assets
• We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne
• Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish
Who we need:
• Do you enjoy people?
• Do they enjoy you?
• Do you catch things other people tend to miss?
• Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done?
• Most importantly, we need a quick learner or you’ll drown in this fast paced environment.
Why we exist:
• Our Mission: We help the highest caliber physicians achieve wealth that matters.
(Who cares if somebody has $10 million if they have no one to share it with?!)
Our Values:
Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.
Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough.
Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.
Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time.
Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Who we are:\r\n• Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals\r\n• We launched in January 2018 after purchasing a successful business from another company \r\n• We manage nearly $800 million in investment assets \r\n• We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne\r\n• Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish\r\n\r\nWho we need:\r\n• Do you enjoy people?\r\n• Do they enjoy you?\r\n• Do you catch things other people tend to miss?\r\n• Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done?\r\n• Most importantly, we need a quick learner or you’ll drown in this fast paced environment.\r\n\r\nWhy we exist:\r\n• Our Mission: We help the highest caliber physicians achieve wealth that matters.\r\n(Who cares if somebody has $10 million if they have no one to share it with?!)\r\n\r\nOur Values:\r\nGive a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources. \r\n\r\nNever Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough. \r\n\r\nRaise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone. \r\n\r\nModel "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time. \r\n\r\nFly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.