Client Services Associate

Eugenias Advisory Group
Nashville, Tennessee
Mar 23, 2020
Apr 22, 2020
Employment Type
Full Time
Entry Level

The applicant will work in the capacity as a Client Services Associate in a Private Wealth Management firm, located in Nashville, TN. It is preferred, 

  • the applicant have experience in a brokerage firm, insurance agency, bank, etc.
  • the candidate have a degree in Finance or Financial Planning.
  • the candidate have a passion for helping others and a desire to serve the client.

This is not only a job driven by tasks and numbers, it is about building client trust, therefore the candidate must have a moral conviction that is uncompromising. High ethical standards coupled with professionalism and confidentiality are the cornerstones of this position. 

 Position Perks:

• Competitive base salary

• Simple IRA with 3% employer match

• Paid Time Off accrues - up to 10-20 days per year

• Up to 12 holidays are observed

• Long Term Disability (paid by employer)

• Offer Group Medical 

• Group Dental and Vision Insurance available


Ideally, the candidate should possess the following skill set:

  •  Highly motivated, thorough and very detail oriented
  • Good written and verbal communication skills
  • Have an awareness of financial planning issues related to managing wealth 
  • Able to gain and maintain the respect of high net-worth families
  • Impeccable work history
  • Ability to identify, meet and follow through with client needs and requirements
  • Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude.
  • CFP Board registered financial planning program student/graduate.
  • Ideally have earned the CFP marks (or in the process of doing so)