Onsite Nashville Senior Wealth Planner | PTO
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Cerity Partners is seeking a Senior Wealth Planner to support Wealth Advisors in delivering comprehensive planning and client service in Nashville. The role focuses on planning development, client meetings, and tailored recommendations aligned with client goals.
The position requires 5+ years in financial planning, Series 65 (or progress to pass), and CFP candidacy; strong communication and CRM/eMoney proficiency are essential. Onsite collaboration with a dynamic advisory team is expected.
For the Onsite Nashville Senior Wealth Planner | Flexible PTO position at Cerity Partners, we are reviewing applications now.
Consider building your career as a Onsite Nashville Senior Wealth Planner | Flexible PTO at Cerity Partners.
The Onsite Nashville Senior Wealth Planner | Flexible PTO position in the Finance, Other field is open for applications.
We have an opening for a Onsite Nashville Senior Wealth Planner | Flexible PTO in Nashville, TN, United States within Finance, Other.
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