Private Wealth Advisor

Infinituswealth

Nashville, TN

JOB DETAILS
SKILLS
Analysis Skills, Asset Management, Business Development, Construction, Construction Control, Cryptography, Customer Relations, Customer Support/Service, Entrepreneurship, Estate Planning, Fiduciary, Financial Planning, Fixed Income Investments, High Net Worth, Interpersonal Skills, Lead Generation, Legal, Nonprofit, Presentation/Verbal Skills, Problem Solving Skills, Relationship Management, Retirement Planning, Risk, Risk Management, Sales Management, Sales Prospecting, Small Business, Stock Market, Strategic Planning, Team Player, Wealth Management
LOCATION
Nashville, TN
POSTED
2 days ago

Are you a dynamic, quick-thinking self-starter with an entrepreneurial spirit, a passion for the financial markets, and the desire to be a trusted advisor to ultra-high net worth clients? We are looking for professionals with strong interpersonal skills who have the ability to thrive in an environment where innovative thinking, grit, and determination are essential to building a successful business.Work with a team to source and develop new business opportunities, as well as to support existing client relationshipsThe Private Wealth Advisor Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the teamAttain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediariesEnhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clientsRequirementsRecord of academic and professional achievementEntrepreneurial spirit coupled with a desire to work in a team-oriented environmentExcellent interpersonal skills and ability to build and foster a strong network of relationshipsCreative approach to problem-solving and developing innovative solutions for clientsSelf-motivated and able to work in an autonomous, yet collaborative environmentDemonstrated interest in financial, economic, and global capital marketsStrong client focus, business development, and relationship management skillsStrong analytical and communication (oral and written) skillsCommitment to excellence and a high level of integrityAbout the CompanyA Fiduciary, Independent Wealth Advisor. Our trusted Wealth Advisors help clients with Asset Allocation, Portfolio Construction, Wealth Creation, Income Generation, Capital Protection, Comprehensive Financial Planning, Retirement Planning, Strategic Planning, Estate Planning, and College Planning.We serve many different clients, including High-Net-Individuals, Families, Small Businesses, Corporate Executives, Municipalities, and Nonprofits.We actively manage several US equity, international equity, fixed income, crypto, and blended strategies ranging from large to small-cap equity, income-generating, tax-exempt fixed income, and socially responsible strategies.The foundation of our investment process and risk-controlled portfolio construction are similar across asset classes and strategies. In addition, at Infinitus Wealth Management, our team advises clients seeking a holistic view of their investment portfolio.We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well. Strategies are implemented independently or in combination based on a client's individual goals, needs, and risk tolerance.#J-18808-Ljbffr

About the Company

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Infinituswealth