Senior Vice President, Wealth Advisor

About the Company

Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCID: TRUX). Our mission: To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.

Responsibilities

• Serving as a trusted advisor, anticipating client needs and providing world-class service to our clients in an accurate and professional manner
• Helping clients to articulate long-term financial and family goals; implementing plans to position clients for optimal personal and financial outcomes
• Maintaining deep and up-to-date knowledge of Wealth clients’ financial and family situation and frequent communication with Wealth clients
• Reviewing estate planning documents, preparing materials for client presentations, and analyzing complex planning issues
• Preparing presentations and facilitating ongoing client reviews in close coordination with other Wealth professionals
• Establishing and maintaining business relationships with outside centers of influence such as CPAs, attorneys, local advisory board members, civic associations, etc. to enhance Wealth business development efforts
• Serving as a thought leader and internal resource on various wealth management topics and supporting the development of the Wealth team
• Staying abreast of changing economic, legal, financial planning, investment trends, and general market and business issues
• Developing and maintaining meaningful relationships with attorneys, accountants, family office professionals, and other advisors serving affluent individuals and families
• Contributing to the growth of the firm through the development of new client relationships and the expansion of existing client relationships where appropriate
• Leveraging professional expertise, credibility, and community involvement to strengthen Truxton's reputation and visibility within the markets it serves
• Collaborating with colleagues across the firm to identify opportunities to deliver additional value to clients and prospects
• Participating in professional, civic, charitable, and community organizations that support relationship development and business growth
• Contributing to thought leadership, educational initiatives, and client-facing activities that reinforce Truxton's position as a trusted advisor to wealthy individuals and families

Requirements

• Mastery of complex planning techniques for wealthy families and individuals
• Extensive knowledge of wealth transfer strategies, tax guidance, trust administration, and estate planning
• Proven track record in business development, sales, and client service
• History of building a network of professionals that overlap and provide services to Wealth families
• Ability to serve as a leader, embracing our culture of entrepreneurship and teamwork

Qualifications

• 15+ years in a wealth management role; CPA or JD experience preferred
• Proficient with Microsoft Office; experience with trust accounting platforms, Black Diamond Wealth Platform, or financial services CRM platforms preferred
• Bachelor’s Degree in Finance, Accounting, or Economics preferred
• Advanced Degree, JD, or MBA preferred
• Professional Designation (CFP, CTFA, CFA, CPA, etc.) preferred

Benefits

• 401k + company match
• Medical, life, dental, and vision insurance
• Paid federal holidays
• Paid vacation time
• Employee assistance program (EAP)
• Short-term and long-term disability insurance

Why Join Us

• Truxton is a highly profitable and growing company that has been recognized by American Banker as the 8th best community bank (and top-ranking TN bank) based on 3-year Return on Average Equity
• Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work across private banking, wealth management, asset-liability management, treasury management, deposit operations, and capital markets
• Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title
• Opportunities for incentive bonuses through new business referral
• Truxton supports and encourages a culture of learning, both through internal development and pursuit of professional designations