Senior Financial Planner

JOB DESCRIPTION

Fielder Capital, a fast-growing, fee-only advisory firm, seeks an experienced CFP® professional to help lead and execute creative planning for our clients. This is a true planning position, NOT a sales position. As the in-house subject matter expert, you would create and help present innovative planning solutions to our existing clients. Working closely with our Chief Investment Officer, you would help design and implement clients’ Investment Policies. You would work alongside our tight-knit team from our office located in a new luxury building in Nashville’s bustling Gulch area. This is a full-time position that may often require 50 hours per week (even 60 hours/week during busy seasons). In return, we provide solid compensation based upon experience, health and retirement benefits, paid-time-off, and most importantly, a great culture. If you excel and demonstrate a “partnership mindset”, we will offer a visible path to equity in our partnership.  You may also have the potential to ultimately develop your own client practice within the firm.

 

FIRM DESCRIPTION

Fielder Capital is rapidly growing investment management and family office based in Nashville, TN. Our clients include dynamic entrepreneurs and leaders located across the US. We are honored by the trust they have placed in our team. We thus seek colleagues with impeccable character and personal integrity. Our culture promotes and expects a growth mindset and a commitment to professional mastery from all team members. 

 

REQUIRED SKILLS & QUALIFICATIONS

  • Currently living in the Nashville metro area

  • A bachelor’s degree

  • CERTIFIED FINANCIAL PLANNER® in good standing with the CFP Board of Standards

  • 5+ years of relevant experience; history of working well independently and within teams

  • Meticulous attention to detail and exceptional analytical/problem-solving skills

  • Strong skills in Excel and an ability to learn multiple software solutions

  • Ability to communicate clearly and effectively both in written and oral form

PREFERRED EXPERIENCE (but not required)

  • CPA, CFA, or MBA an added plus (but must have CFP)

  • Proficiency in Orion, Advizr, eMoney, or Factset a plus 

 

 

If you are interested in interviewing for this role, please send a resume along with a cover letter explaining why you are an ideal fit to info@fieldercapital.com. Please note that resumes submitted without a cover letter will not be considered. We will not respond to solicitations from recruiters. Thank you in advance for your interest!

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FIELDER CAPITAL GROUP LLC

1222 DEMONBREUN ST, STE 1035

NASHVILLE, TENNESSEE  37203

212.918.4844


Please see important disclosures in Fielder’s Form ADV Part 2A Disclosure Brochure and Part 2B Brochure Supplement. 

© 2020 by Fielder Capital Group LLC