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Client advisor Jobs in Nashville, TN

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Client advisor • nashville tn

Last updated: 4 days ago

Ascent Managing Director Client Advisor

U.S. BancorpNashville, TN, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Client Sales Advisor

Stratford DavisNashville, TN, us
$18.00–$25.00 hourly
Full-time

Stratford Davis is actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career.This opportunity allows you to work ... Show more

Private Client Advisor II

Bank of AmericaNashville, TN, United States
Full-time

Bank Of America Private Bank Client Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Res... Show more

Ascent Managing Director Client Advisor

U.S. BankNashville, TN, United States
$186,150.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Client Executive

SoftheonNashville, TN, US
$60,000.00 yearly
Remote
Full-time
Quick Apply

Job Title: Client Executive .Team: Client Success .Job Location: Remote .Join us in revolutionizing healthcare! We build software that simplifies the process of choosi... Show more

Client Executive

Arthur J Gallagher & CoBrentwood, TN, United States
Full-time

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte... Show more

Wealth Advisor

AprioNashville, TN, United States
$150,000.00 yearly
Full-time

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their d... Show more

Client Solutions Advisor

Couvillier AdvisorsNashville, TN, US
$60,000.00 yearly
Full-time

Shape Your Future – While Helping Others Shape Theirs.Hiring only in Louisiana, Texas, and Tennessee.Are you self-disciplined, coachable, and passionate about making a difference?.If so, Couv... Show more

Financial Advisor - Private Client Group

TruistNashville, TN, United States
Full-time

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more

J.P. Morgan Wealth Management Private Client Advisor - Brentwood, TN

JPMorgan ChaseBrentwood, TN, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Compliance Advisor

Synovus FinancialNashville, TN, United States
Permanent

The Compliance Advisor serves as a trusted 2nd Line of Defense subject-matter expert supporting the Firm's consumer and small business/commercial lending lines of businesses by providing independen... Show more

Client Consultant

Alpine Legacy GroupNashville, TN, US
Full-time

At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, g... Show more

Bedbound Client

Helping Hearts USA LLCNashville, TN
$17.00 hourly
Full-time +1

Experienced Caregivers Needed for Bedbound Client.Helping Hearts USA LLC | Downtown Nashville, TN.High School Diploma or Equivalent.Helping Hearts USA LLC is currently seeking.This is a meaningful ... Show more

Financial Advisor - Private Client Group

SunTrust Investment Services, Inc.Nashville, TN, United States
Full-time

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more

J.P. Morgan Wealth Management Private Client Advisor - Brentwood, TN

ChaseBrentwood, TN, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Client Manager

Jatca, Inc.Nashville, TN, United States
Full-time

As the Client Manager, you will oversee the complete sales process, beginning with the initial client engagement all the way to closing the deal.You will also ensure seamless contract management th... Show more

Advisor - EDGEHILL

Warby ParkerNashville, TN, US
Full-time +1

Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers.At other brands, you might see similar roles called Sa... Show more

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The cities near Nashville, TN that boast the highest number of client advisor jobs are:
Ascent Managing Director Client Advisor

Ascent Managing Director Client Advisor

U.S. BancorpNashville, TN, United States
4 days ago
Job type
  • Full-time
Job description

U.S. Bank Relationship Manager

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

Job Description

Serves as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. Drives and coordinates the activity of the Ascent team providing a full complement of services to the client group. Demonstrates an ability to identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients. Expands Ascent's presence in the ultra high net worth market including representation of the business segment in the region at community events as well as within the broader bank.

Basic Qualifications: Bachelor's degree in finance, accounting or other related field; 15 or more years of financial services experience; 10 or more years of experience with ultra high net worth clients. MBA, JD, CFP, CFA, or CPA preferred.

Preferred Skills/Experience: Well-developed leadership abilities and strategic management skills; thorough knowledge of division and relation to industry; strong verbal and written communication skills; well-developed analytical, decision-making and problem-solving skills; considerable tact, diplomacy and people skills.

Total compensation for this role is highly competitive and substantially above market including a generous short-term and long-term incentive bonus; base salary may differ from the range indicated in the job posting.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.