Premier Advisor - Nashville, TN Truist BankPremier Advisor - Nashville, TNNashville, TennesseeUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Franklin, TN Truist BankPremier Advisor - Franklin, TNFranklin, TennesseeUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Brokerage Financial Consultant Truist Financial CorporationBrokerage Financial ConsultantBrentwood, TNGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Brokerage Financial Consultant Truist BankBrokerage Financial ConsultantBrentwood, TennesseeGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Head of Advisor Growth & Sales Leadership H Cap ConnectHead of Advisor Growth & Sales LeadershipFranklin, TennesseeWorking closely with executive leadership, you'll create scalable programs, coach advisors at every stage of their careers, develop future leaders, and foster a high-performance culture focused on organic growth, advisor engagement, and long-term success. Our client, a rapidly growing independent wealth management firm, is seeking an experienced sales and business development leader to help financial advisors grow thriving practices.
Private Wealth Advisor Professions IncPrivate Wealth AdvisorNashville, TNExperience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships.
NewChief Financial Officer - Hybrid Role VSL Employee Co LLCChief Financial Officer - Hybrid RoleBrentwood, TNPart timeThe CFO provides executive oversight of Finance and Accounting, including financial planning and analysis, accounting and financial reporting, budgeting and forecasting, treasury and cash management, internal controls, financial systems, tax coordination, investor and lender reporting, and financial risk management. Monitor portfolio and community financial performance, including revenue, occupancy, labor, operating expenses, margins, cash flow, and key performance indicators; partner with Operations to identify trends and performance improvement opportunities.
Trust Administration Advisor - Flexible Locations (Truist Geography) Truist Financial CorporationTrust Administration Advisor - Flexible Locations (Truist Geography)Nashville, TNGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
CFO/CHIEF FINANCIAL OFFICER GpacCFO/CHIEF FINANCIAL OFFICERNashville, TN300000–400000You’ll lead all aspects of financial management — from forecasting and capital planning to systems innovation and operational alignment — while serving as a visible, hands-on leader across all business units. A leading, high-growth commercial construction and real estate development company with over $500MM in annual revenue is seeking a Chief Financial Officer to join its executive team.
Senior Trust Advisor NFP CorpSenior Trust AdvisorFranklin, TennesseeRemote$114,800–$155,300 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Senior Home Lending Advisor, Mount Juliet, TN JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Mount Juliet, TNMount Juliet, TNFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, Nashville, TN JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Nashville, TNNashville, TNFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Wealth Advisor III Truist BankWealth Advisor IIINashville, TennesseeAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
Senior Commercial Real Estate Advisor Sands Investment GroupSenior Commercial Real Estate AdvisorNashville, TN$150,000–$300,000 / yearWhether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorNashville, TennesseeIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Audit Director – Financial Institutions Solid Rock RecruitingAudit Director – Financial InstitutionsNashville, TennesseeA large and well-respected public accounting firm in Nashville is seeking an Audit Director with deep experience working with financial institutions . As a nationwide recruiter working with CPA firms across the country , I often assist professionals exploring opportunities in new markets.
Wealth Advisor Seven Springs Wealth GroupWealth AdvisorBrentwood, TNThe majority of this role — roughly 75% to 90% of the work — is comprehensive wealth advisory: financial planning, client meetings, preparation and follow-through, and the ongoing service that sustains long-term relationships with sophisticated families. Prepare for, participate in, and follow through on client meetings with executives, business owners, trustees, and multi-generational families — initially alongside the CEO and CIO, increasingly on your own.
Business Access Advisor U.S. BankBusiness Access AdvisorNashville, Tennessee$103,950–$127,050 / yearEmbedded within the Business Banking organization, you will act as a strategic market activator, amplifying the efforts of Small Business and Business Banking teams by driving visibility, connectivity, and engagement across local ecosystems. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Business Analytics Advisor - Clinical & Affordability Trend Analytics - Hybrid CignaBusiness Analytics Advisor - Clinical & Affordability Trend Analytics - HybridFranklin, TN$98,200–$163,600 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerNashville, TN$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.