Wealth Management Specialist jobs in Tennessee

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Looking For Elite Track Record in Wealth Management
  • SageSpring Wealth Partners of Franklin
  • Franklin, TN FULL_TIME
  • If you are someone who has excelled in Wealth Management, we want to talk to you! At SageSpring, we are committed to helping you reach new heights in both your personal and professional life.

    Whether you've thrived as a financial advisor, or supported a greater wealth management team, you can bring your skills to Brandon Haumschilt's team, (office located in Franklin, TN) and take your career to the next level. Brandon is seeking individuals who genuinely enjoy connecting with people and assisting them in achieving their financial goals.

    While a successful financial services background is important, we prioritize finding a cultural fit. We are looking for individuals who resonate with our core values of putting clients first, honesty, teaching instead of selling, earning trust, not allowing emotions to cloud judgement, making time for community, developing students and leaders, never accepting shortcuts and communicating with clarity and purpose.

    Here are some key highlights of being part of Brandon Haumschilt's team:
    • Attractive salary and benefits package. We realize our industry is competitive and we strive to exceed your expectations, as long as you bring your best skills, abilities, attitude and effort.
    • Leadership by Brandon Haumschilt, who started his career as a wealth manager at the age of 24.and built a $115M investment portfolio in just a few years time, ranking in the top 7% of wealth managers for production nationwide.
    • Significant advancement and growth opportunities. We want to meet you where you are in your career and then support you to get to the next level and beyond.
    • A high support and high expectation culture with a focus on helping each other succeed personally and professionally.
    • We are in a growth phase which provides expanding opportunities for new team members.
    About SageSpring Wealth Partners:
    SageSpring Wealth Partners is a recognized leader in the financial advisory industry and a Forbes' Best-In-State Wealth Advisors recipient. We're committed to transforming financial planning and empowering our advisors to make a difference in the lives of our clients.

    Our unique culture of caring people sets us apart. We earned the coveted title of Nashville Business Journal’s #1 mid-sized business culture in 2021, and we're honored to be a four-time recipient of The Tennessean's "Top Workplace" award.

    About Brandon Haumschilt, Executive Vice President:
    Brandon earned a bachelor’s degree with a specialization in finance and marketing from Samford University. Brandon Haumschilt started his career as a wealth manager at the age of 24. Over the next thirteen years, he built a $115,207,000 investment portfolio and became ranked in the top 7% of wealth managers for production nationwide. This all happened while segmenting over half of his client households to other Advisors he mentored over the years. The last four years, Brandon has been awarded the Executive Council of Raymond James which is given to the top Advisors for service, as well as year over year growth. Brandon believes that by growing his team it will lead to him making a bigger impact on the lives of his clients, internal team and community.

    Brandon is a multifaceted individual with a rich tapestry of interests and experiences beyond his professional life. When he's not immersed in work, he channels his creativity as the head of a record label and often organizes after parties for bands. His passion for music extends to creating his own electronic tracks, with a particular affinity for Organic House. Brandon values friendships deeply and is on a personal discovery journey immersed in reflection and personal development.

    To learn more about this opportunity, visit us at https://sagespring.com

    Requirements:
    • Degree in Finance or related field
    • Must have all professional licenses and designations to operate as a Wealth Manager.
    • Applicants must be legal residents of the United States
    The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth Partners affirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.
    SageSpring is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
    • Please submit your application through this site. Please DO NOT call or drop by to share your resume.
    • No recruiter inquiries will be accepted.

    Flexible work from home options available.

  • 19 Days Ago

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Wealth Management Client Sales Specialist
  • First Horizon Advisors, Inc.
  • Knoxville, TN FULL_TIME
  • About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unloc...
  • 13 Days Ago

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Wealth Management Client Sales Specialist
  • First Horizon
  • Knoxville, TN FULL_TIME
  • About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock...
  • 1 Day Ago

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Administrative Assistant
  • Cahaba Wealth Management, Inc.
  • TN, TN FULL_TIME
  • Job Title : Administrative Assistant Location : 1222 Demonbreun Street Ste. 1225 Nashville, TN 37203 Company Overview : Cahaba Wealth Management is a leading financial planning firm dedicated to provi...
  • 18 Days Ago

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Wealth Management Advisor
  • Fifth Third Bank
  • Nashville, TN FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Serves as the tr...
  • 21 Days Ago

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Wealth Management Client Coordinator
  • First Horizon Advisors, Inc.
  • Jackson, TN FULL_TIME
  • About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unloc...
  • 4 Days Ago

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Financial Professional - Houston
  • New York Life Insurance Company
  • Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-discip...
  • 3/28/2024 12:00:00 AM

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Procurement Specialist
  • Jefferies
  • New York, NY
  • Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. foc...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Prevail Strategies
  • Leawood, KS
  • Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
  • 3/28/2024 12:00:00 AM

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Lead Data Scientist
  • Nucleix Ltd.
  • San Diego, CA
  • About Nucleix: Nucleix is a leader in the field of next-generation sequencing and its application in medical diagnostics...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • New York, NY
  • Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York ...
  • 3/28/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/24/2024 12:00:00 AM

Tennessee borders eight other states: Kentucky and Virginia to the north; North Carolina to the east; Georgia, Alabama, and Mississippi on the south; Arkansas and Missouri on the Mississippi River to the west. Tennessee is tied with Missouri as the state bordering the most other states. The state is trisected by the Tennessee River. The highest point in the state is Clingmans Dome at 6,643 feet (2,025 m). Clingmans Dome, which lies on Tennessee's eastern border, is the highest point on the Appalachian Trail, and is the third highest peak in the United States east of the Mississippi River. The ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$68,357 to $109,197

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019