Wealth Management Advisor Position Available In Davidson, Tennessee
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Job Description
Wealth Advisor – Fee-Only RIA A nationally recognized, fee-only Registered Investment Advisor with over $32 billion in assets under management is seeking an experienced Wealth Advisor to join their expanding team. This is a strong opportunity for an advisor who wants to focus on delivering high-quality, fiduciary financial planning while being supported by a well-resourced firm. The firm offers a steady flow of warm, organic leads through an established referral network, as well as dedicated internal support teams to help advisors spend more time doing what they do best – building relationships and serving clients.
Key Responsibilities:
Serve as the lead advisor for a book of high-net-worth clients, delivering holistic financial planning and investment management. Develop and implement customized strategies in areas such as retirement, tax, estate, and wealth transfer planning. Conduct regular portfolio reviews and proactively address changes in client goals or market conditions. Collaborate closely with internal investment, planning, and operations teams to provide a seamless client experience. Engage with warm prospects through the firm’s referral system and help grow the client base organically.
Candidate Requirements:
Must currently manage a book of assets under management (AUM) that can be transitioned to the firm. Active Series 65 license required (or the ability to obtain quickly). CFP® designation strongly preferred. 3+ years of experience in a client-facing wealth management or financial planning role. Strong interpersonal and relationship-building skills with a passion for client service. Background in a fee-only, fiduciary environment is preferred.
What Makes This Opportunity Stand Out:
No cold prospecting – the firm has a strong referral system and organic lead generation process in place. Opportunity to focus on planning and client service, not back-office work. Competitive compensation, benefits, 401K matching, and a clear pathway for long-term career growth. This is an excellent fit for an experienced advisor looking to join a client-first firm with the infrastructure to support growth and transition existing relationships smoothly. Apply on LinkedIn or submit your resume to, esther.yoder@thekxn.com.
