Senior Wealth Advisor UHNW Families & Complex Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Seven Springs Wealth Group in Nashville seeks a Wealth Advisor to join the flagship team, working closely with the CEO. You will provide holistic wealth planning, oversee client meetings, and manage funds and tax planning for sophisticated families.
A secondary analytical mandate supports a major client relationship. The role balances advisory duties with financial modeling, cross‑entity coordination, and strategic planning across portfolios.
The Senior Wealth Advisor for UHNW Families & Complex Planning role at Seven Springs Wealth Group is now open for applications in Brentwood, TN, United States.
The Senior Wealth Advisor for UHNW Families & Complex Planning position in the Finance field is open for applications.
We have an opening for a Senior Wealth Advisor for UHNW Families & Complex Planning in Brentwood, TN, United States within Finance.
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