Wealth Advisor

Location
Nashville, Tennessee
Salary
Base plus bonus
Posted
May 13, 2021
Closes
Jun 12, 2021
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

You’ve probably heard the news: Music City is the new “It City.” Business is booming.
Contractors are building. Homes are selling. Restaurants are opening. Nashville is growing. And
so are we.
Kraft Asset Management (KAM), an affiliate of KraftCPAs PLLC is a thriving, locally owned certified public accounting firm that delivers innovative accounting, tax, audit and specialized services. As a large but flexible firm based in
Nashville, Tenn., we take pride in our comprehensive accounting and advisory services, our
deep industry experience, and our steadfast commitment to personal service. We now have
more than 200 people working in our Middle Tennessee offices.

Wealth Advisor – Kraft Asset Management

The Wealth Advisor (WA) works with clients, develops their wealth management strategy,
implements the strategy, and meet with the clients on a regular basis. The WA will manage the
holistic wealth advisory plans to help clients achieve their financial goals. Examples of holistic
wealth advisory services include retirement planning, estate planning, tax planning, risk
management, cash flow management and budgeting, education planning, and gift planning
along with other services as needed. The WA will work with the clients’ other professional
advisors in providing these services. The WA has responsibility for sourcing new business and
closing new business, when assigned to them.

Responsibilities
 Converting prospects to clients.
 Develop written wealth management plans: define financial goals and opportunities;
implement investment and wealth strategies.
 Determine appropriate wealth management strategies and assist clients with their
implementation.
 Conduct periodic progress meetings with clients
 Provide continuing education to clients regarding our investment philosophy.
 Manage complex client accounts.
 Build trusted relationships with COIs and other referral sources through well‐developed
interpersonal and communication skills.
 Meet annual pre‐determined revenue goals.
 Provide specialized expertise in one or more functional or technical areas or tools.
 Build networks to develop a pipeline for generating revenue through referrals and
exposure in the community and in organizations.
 Develop and mentor Associate Wealth Advisors (AWA)with whom the WA works.

Requirements
 Successful as an AWA or comparable work experience
 Understands how to use and apply the tools of the firm to support clients
 Strong communication and listening skills. Problem resolution skills. Attention to detail:
accuracy; timeliness.
 Must be a team player
 Very good judgment
 Willing to learn new skills
 Ability to develop new business
 Well‐developed interpersonal and communication skills – able to build trusted
relationships
 Series 65. Must have either the CFP or PFS designation

KraftCPAs Benefit Highlights:
 Dress for your day
 Paid maternity/paternity/adoption leave
 Mentor programs
 Young Professionals Program

Now in its third generation of owners, KraftCPAs has demonstrated successful succession
planning, which contributes to the strength of the firm and the consistently high level of
personal service our clients enjoy.
KraftCPAs is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will
receive consideration for employment without regard to race, color, religion, sex, national
origin, disability, gender identity, sexual orientation or protected veteran status.