Client Director — Wealth Advisory
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-03-05
Listing for:
Defining Wealth
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A prominent wealth management firm is seeking a Director of Client Growth to manage and convert inbound leads into clients. The role involves conducting discovery calls, qualifying prospects, and owning the sales process. Candidates should have at least 3 years of experience in financial services and strong CRM skills. This position offers a competitive compensation structure with a base salary of $50,000 plus bonuses.
Collaborate directly with the firm’s founder in a dynamic, fast-paced environment.
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