Attorney in Nashville, TN

In-House

Nashville, TN

Attorney in Nashville, TN

Non-practicing Attorney

Min 10 yrs required

No

PWM Wealth Strategist

Job Title: PWM Wealth Strategist

Job Responsibilities:
The PWM Wealth Strategist is tasked with several key responsibilities aimed at enhancing and expanding client relationships within Wealth Management. The primary duty involves collaborating with the Wealth Management Advisor to attract new clients with a net worth generally exceeding $10 million. The strategist is responsible for conducting client discovery sessions and working alongside wealth management specialists to strengthen and broaden existing client relationships. Serving as a subject matter expert, the strategist offers expertise in financial planning, insurance products, estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with particular emphasis on Risk Management. This role involves independently providing solutions for clients' financial statuses using advanced tax, wealth transfer, business structure, and protection strategies. The strategist also helps implement these strategies in collaboration with clients' external and internal advisors. A critical component of this role is the focus on analyzing and mitigating a wide range of financial and personal risks faced by affluent families, including estate liquidity, creditor protection, personal security, property and casualty loss, reputation, lifestyle protection, employment practices, and insurance needs assessment.

Education and Experience Information:
The position requires a Bachelor's degree or equivalent work experience. Candidates should possess 10 or more years of financial planning experience, specifically with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Preferred candidates will have experience in insurance consultation and planning, including managing a wealth plan from its initial engagement through to implementation. A demonstrated track record in new business development and successful client acquisition is also preferred. Candidates should have a strong understanding of complex financials, trust and estate documents, and tax returns. Specialized knowledge in asset protection and legal matters is considered advantageous. The ability to simplify complex planning concepts for clients, along with strong presentation and public speaking skills, is essential. Excellent verbal, written, and interpersonal communication skills are required. While not mandatory, possessing a JD, CPA, or similar advanced degree or designation is strongly preferred, along with related insurance and securities licenses.

Salary Information:
The salary range for the PWM Wealth Strategist position varies based on the primary location of the role, with the primary location listed first. The pay range for this position is $170, to $200,. Additionally, the company offers a comprehensive benefits package, which includes incentive and recognition programs, equity stock purchase plans, 401(k) contributions, and pension plans. All benefits are subject to eligibility requirements.

Benefits:
The company provides a robust benefits package designed to support team members' overall well-being both inside and outside of work. These benefits include healthcare options (medical, dental, vision), basic term and optional term life insurance, short-term and long-term disability coverage, pregnancy disability and parental leave, a 401(k) plan, and an employer-funded retirement plan. Paid vacation is offered, ranging from two to five weeks depending on salary grade and tenure, along with up to 11 paid holiday opportunities. The company also supports adoption assistance and offers Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year, unless otherwise provided by law.

Additional Information:
The PWM Wealth Strategist position offers a hybrid/flexible schedule, which requires an in-office presence of three or more days per week, with the flexibility to work remotely for the remaining days. The company is an equal opportunity employer and considers all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other factors protected under applicable law. The company participates in the . Department of Homeland Security's E-Verify program for employment eligibility verification. Background checks are conducted in compliance with applicable local laws, including various Fair Chance Ordinances and the Federal Deposit Insurance Act (FDIA). Certain positions may also be subject to additional regulatory requirements. Applicants must comply with company policies, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. The job posting may close earlier due to high applicant volume.