Wealth Management Specialist, Sr. jobs in Nashville, TN

About us

Continuum Wealth Group is a multi-generational wealth management firm, serving multi-generational families nationwide.

Our mission is to help families dreams and endeavors live on. At Continuum Wealth Group, wealth is much more than money.

Overview:

Continuum Wealth Group is six-member firm within the Northwestern Mutual system that offers clients generational wealth strategies in all aspects of life. We are looking to build upon the tradition of serving our clients with a high-detail team member. This is an in-person position in Franklin, TN at our office. We are open to re-location candidates.

We are seeking a highly skilled and experienced financial services operations professional to join our team. In this role, you will be responsible for supporting advisors within the firm in their practice management. This is an excellent opportunity for someone with a strong background in operations and customer service, with a passion for helping clients achieve their financial goals.

Responsibilities:

The duties of this full-time position will focus on insurance operations, with investment operations as a secondary role. The ideal candidate will have experience in both and an ability to work within a team of peer Associate Wealth Management Advisors to coordinate daily tasks and practice functions.

•Manage the new business client onboarding process.

• Handle advisors' meeting notes, process correspondence and maintain client electronic files.
• Maintain and update OneDrive, CRM, and all Home Office systems.
• Proactively communicate with clients to confirm receipt of forms, or request return of completed form.
• Monitor daily home office communications, and expedite any additional processing requirements.
• Prepare insurance policies for delivery.

Experience:

- 3 years of proven experience in wealth management, investment management, or insurance processing.

- Strong understanding of financial concepts, risk management, and retirement planning.

- Proficiency in customer relationship management (CRM) software and financial analysis tools.

- Exceptional communication skills with the ability to explain complex financial concepts in a clear and concise manner.

- Strong interpersonal skills with the ability to build trust and rapport with clients and team members.

If you are a motivated and dedicated professional with a passion for helping clients achieve financial success, we would love to hear from you. Please submit your resume and cover letter detailing your relevant experience and qualifications.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• Dental insurance
• Financial planning services
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Franklin, TN 37067: Relocate before starting work (Required)

Work Location: In person