VP, Wealth Advisor

Father Gabriel Richard High School - Ann Arbor, Michigan

full-time

Posted on: 9/4/2025

Origin: • 🇺🇸 United States • Tennessee

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About the role

Meet regularly with existing clients to assess their evolving financial needs, goals, income, expenses, assets, liabilities, and risk tolerance to maintain and update comprehensive financial plans
Provide ongoing advice on investments, suggest suitable financial products, and work with our operations team to execute trades and adjustments to achieve client goals
Regularly review client accounts and market performance to recommend portfolio adjustments, ensuring plans remain effective as client circumstances and market conditions change
Educate clients on various investment options, financial strategies, and help them understand potential risks associated with different choices
Schedule and conduct regular client meetings, prepare detailed reports, and maintain proactive communication to address client questions and concerns
Work closely with the momentum team to ensure seamless service delivery and leverage combined expertise for optimal client outcomes
Maintain accurate client records, documentation, and ensure adherence to all financial regulations and fiduciary standards.

CFP Certification Required - Active CFP designation with commitment to ongoing professional development
Service-oriented experience with 5+ years in wealth management demonstrating exceptional client service, relationship maintenance, and client retention
Strong understanding of investments, retirement planning, tax strategies, estate planning, and risk management
Ability to assess financial situations, analyze market trends, and develop sound financial plan adjustments
Exceptional ability to clearly explain complex financial information and strategies to clients of varying sophistication levels
Experience regularly reviewing client accounts, monitoring market performance, and making strategic recommendations
Based in or willing to relocate to Nashville, TN or Little Rock, AR area for in-person client meetings
Series 65 or equivalent registration with clean U4
Experience working effectively with support staff and other advisors in a team-based service model
Demonstrated commitment to fiduciary duty and acting in clients' best interests.