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Lead Financial Advisor

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: The Well
Full Time position
Listed on 2026-08-24
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 90000 - 185000 USD Yearly USD 90000.00 185000.00 YEAR
Job Description & How to Apply Below

Compensation
: 90k-185k + Production Bonus, with a clear path to book-building and long-term equity/succession opportunity

Our client - a growing, established wealth management office in the Nashville area - is hiring a Lead Financial Advisor to help rebuild and shape the next chapter of their business.

This is a rare seat-at-the-table opportunity. The founding advisor has been in the business for over 30 years and is looking for someone with a true business development mind set - not just a relationship manager - to help grow the book, take on client referrals, and eventually step into a larger leadership role within the office.

Why this role?

  • Work directly alongside a 30+ year industry veteran who is actively passing along referrals and building toward a succession plan
  • Play a key role in rebuilding and shaping the office culture from the ground up
  • Mentor and collaborate with a newer advisor on the team as part of a two-way growth dynamic
  • Get involved as the firm expands into family office services - ground-floor exposure to a growing offering
  • Join a team that values being in-office and connected, with a strong emphasis on collaboration, especially in year one

What you bring:

  • Proven experience as a financial advisor with a genuine business development / growth mindset
  • Significant industry experience and drive (not an entry-level or early-career seat)
  • A collaborative style - able to work with both senior and newer team members

What we Offer:

  • Competitive base salary + performance-based bonus structure
  • Long-term growth and succession potential within the office
  • Direct mentorship from a top-producing, tenured advisor
  • A true opportunity to shape a growing book and office culture from an early stage
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