Wealth Management Advisor

A rapidly growing planning-centric Registered Investment Advisor is expanding its presence in the Nashville market and is seeking an experienced Wealth Advisor (CFP®) to join its office in Franklin, TN.

This firm operates a unique model designed to allow advisors to focus on what they do best: delivering financial planning and building client relationships. Advisors are supported by dedicated marketing, planning, tax, and investment teams, and the firm invests heavily in lead generation to keep advisors’ calendars full.

If you're an advisor who loves financial planning but doesn’t want to spend your time prospecting, this opportunity offers a compelling platform to grow.

The Opportunity

This is a front-line advisory role focused on delivering financial planning and converting firm-generated prospects into long-term clients. Advisors benefit from significant internal support and a strong marketing engine designed to drive consistent client opportunities.

What You'll Do:

• Lead comprehensive financial planning conversations with prospective and existing clients

• Deliver personalized advice across investments, retirement, tax, and estate considerations

• Convert firm-generated prospects into long-term client relationships

• Manage and grow a client book over time

• Collaborate with internal planning, tax, and investment teams to deliver best-in-class advice

Advisors are not responsible for sourcing their own leads. The firm invests approximately $300K–$350K annually per advisor in marketing and lead generation.

What We're Looking For:

• CFP® designation

• Approximately 3 years of experience in wealth management or financial planning

• Strong ability to deliver comprehensive financial plans

• Proven ability to convert prospects into clients

• Experience at a planning-centric RIA or independent advisory firm

• Advisors who have managed client relationships and delivered financial planning directly

• Professionals comfortable operating in a fast-paced, client-facing environment

Compensation & Benefits:

• Base salary typically $125,000 – $150,000

• Advisors earn the greater of base salary or 20% of revenue generated

• High-performing advisors commonly reach $400K in total compensation as their client book grows

Additional benefits include:

• Medical, dental, and vision coverage

• 401(k)

• Firm-paid marketing and lead generation

• Unlimited vacation

• Potential equity participation as advisors contribute to firm growth

Culture:

The firm maintains a planning-first philosophy and a collaborative culture where advisors are supported by specialized teams. Successful advisors tend to be:

• Highly motivated

• Client-focused

• Strong communicators

• Comfortable working in a high-energy environment

Location:

Franklin, TN (Nashville market)

Advisors are encouraged to be in-office during the early stages of the role to accelerate integration and team collaboration.

Interested?

If you're a CFP® professional who wants to focus on financial planning and client relationships without the burden of constant prospecting, this could be a compelling platform for long-term growth.

📨 Connect directly with Mark Garry at Garry Executive Search to learn more or apply confidentially.

About Garry Executive Search:

Garry Executive Search partners exclusively with wealth management firms to connect top talent with leading opportunities. We are committed to representing both our clients and candidates with the highest levels of integrity and professionalism.

Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives.