Associate Wealth Advisor

5 days left

Location
Nashville, Tennessee
Salary
Base plus bonus
Posted
Jul 08, 2021
Closes
Aug 07, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 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.

Associate Wealth Advisor – Kraft Asset Management LLC

Responsibilities
New Clients
 Review account statements
 Review FinaMetrica results
 Run Monte Carlo analyses
 Assist in Discovery meeting
 Recommend investment allocation
 IPS meeting
 Implement IPS
 Keep clients informed as appropriate

Existing Clients
 Process requests from clients
 Set up scheduled distributions
 Complete RMDs
 Assist with clients’ employer retirement plan allocation (401k)
 Quarterly IPS vs Actual allocation review and rebalancing trades
 Review client fees
 Trades for distributions
 Tax loss harvesting trades
 Trades for advisor fees
 Advise clients on financial decisions
 Re‐run Monte Carlo analyses as needed
 Provide benchmark returns, if requested
 Participate in client meetings
 Communicate with client’s tax advisor, attorney, etc..

Broad Responsibilities
 Help develop financial plans
 Work as a team member to acquire new clients
 Proactively serve existing clients
 Compliance related tasks
 Assist with marketing plan and update of marketing materials
 Assist with client letters
 Help plan seminars and market seminars or other KAM events
 Knowledge of custodians’ rules
 Communicate with BAM CRS team regarding broad spectrum of issues
 Maintain relationships with KraftCPAs co‐workers, referral sources, centers of influence,
and in the greater Nashville community
 Involvement in professional organizations
o Participate in community service and networking events

Requirements
 1‐2 years’ experience in a Registered Investment Advisor Firm
 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
 Willing to learn new skills
 Well‐developed interpersonal and communication skills – able to build trusted
relationships

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.

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