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Weekend Wealth Management Jobs in Tennessee (NOW HIRING)

Professions Inc

Private Wealth Advisor

Nashville, TN · Hybrid

As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...

Truist

Wealth Advisor III

Nashville, TN

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Truist

Wealth Advisor III

Nashville, TN · On-site

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Bank of America

Private Wealth Client Associate

Knoxville, TN · On-site

$13.75 - $19/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

US Bank

PWM Private Wealth Advisor

Nashville, TN · Hybrid

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

U.S. Bank

PWM Private Wealth Advisor

Nashville, TN · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

TIAA

Wealth Advisor

Nashville, TN · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

US Bank

PWM Private Wealth Advisor

Nashville, TN · Hybrid

$152K - $186K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Ceritypartners

Wealth Advisor

Nashville, TN

$90K - $130K/yr

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves ...

U.S. Bank

PWM Private Wealth Advisor

Nashville, TN · On-site

$152K - $186K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Cerity Partners

Wealth Advisor

Nashville, TN · On-site

$90K - $130K/yr

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves ...

SmartBank

Financial Advisor

Franklin, TN

Deliver Personalized Wealth Management Solutions * Assess clients' financial needs, investment objectives, risk tolerance, and life-stage planning goals. * Provide tailored recommendations across ...

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Showing results 1-20

All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Tennessee

Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

What are the most commonly searched types of Wealth Management jobs in Tennessee? The most popular types of Wealth Management jobs in Tennessee are:
What are popular job titles related to Weekend Wealth Management jobs in Tennessee? For Weekend Wealth Management jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Weekend Wealth Management jobs in Tennessee look for? The top searched job categories for Weekend Wealth Management jobs in Tennessee are:
What cities in Tennessee are hiring for Weekend Wealth Management jobs? Cities in Tennessee with the most Weekend Wealth Management job openings:
Weekend Wealth Management jobs near you

Private Wealth Management Wealth Advisor

Regions Financial Corporation

Nashville, TN • On-site

$114K - $156K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
  • Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
  • Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
  • Acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistently
  • Provides guidance and solutions for the development and on-going maintenance of client needs
  • Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
  • Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
  • Bachelor's degree in business, finance, economics, accounting or related field
  • Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

Skills and Competencies
  • Ability to independently manage large client relationships
  • Anticipates client needs and is proactively provides solutions
  • Effective relationship management, business development and presentation skills
  • Effective sales, negotiation, problem solving, and interpersonal skills
  • Excellent verbal and written communication skills
  • Possess effective and proven sales experience
  • Strong initiative to be proactive and follow through on client requests

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$114,752.55 USD
Median:
$156,280.00 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Green Hills
Location:
Nashville, Tennessee
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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