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Senior Financial Planner

JOB DESCRIPTION

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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. 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

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Fielder Capital is a 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

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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 

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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 1610

NASHVILLE, TENNESSEE  37203

212.918.4844


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

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© 2025 by Fielder Capital Group LLC

*Information as of March 1, 2025. The reference to “assets” means regulatory Assets Under Management. The Worth rating is compiled by Worth Media Group in collaboration with Institutional Shareholder Services (ISS) and was awarded in May 2024. The USA Today rating is compiled USA Today in collaboration with Statistica, Inc. and was awarded in April 2024. Both rankings are based on information from advisers’ most recent SEC filings among other factors. For more information on Worth’s selection criteria, see its methodology HERE. For more information on USA Today’s selection criteria, see its methodology HERE. Third-party awards, rankings, and recognitions are no guarantee that a client or prospective client will experience a certain level of results or investment success if Fielder Capital Group (“Fielder”) is engaged, or continues to be engaged, to provide investment advisory services. Such ratings are not an endorsement of the advisor by any client or prospective client, nor should they be interpreted as representative of any one client’s experience since these ratings may merely reflect a sample of all of the experiences of Fielder’s clients. Rankings published by magazines and others are often based on quantitative factors and information prepared by the recognized advisor. Fielder never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. 

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