Description
Founded in 1974, Burney Wealth Management is a nationally recognized, CNBC Top 10 firm based out of Reston, VA. We help 1,000+ families across the country with financial planning, investment management, and tax planning and preparation. We are a people-centric firm focused on building lasting relationships with our clients and employees, and pride ourselves in providing clear career paths for various departments at the firm. We were recently honored as a Financial-Planning.com Top RIA to Work For.
We're expanding our presence in Nashville, TN, and seeking an experienced, entrepreneurial Wealth Advisor to join our dynamic team. In this role, you'll play a pivotal part in guiding high-net-worth clients through their financial journeys, delivering personalized strategies that align with their goals for wealth preservation, growth, and legacy planning—while also helping to build and grow our local Nashville office.
You'll help our team maintain and serve our national client base while proactively working alongside contributing to local business development efforts. If you're passionate about fostering long-term client relationships, driving entrepreneurial growth, and thriving in a collaborative, innovative environment, this is your opportunity to advance your career with a firm that values expertise and initiative. This position may start remotely and transition to fully in-office during Q1 2026.
Requirements
Key Responsibilities:
- Work with a team to build and nurture strong, trust-based relationships with approximately 100 current client households, serving as their primary advisor and proactively identifying opportunities to enhance their financial well-being. Our client relationships include a Client Service Associate, Associate Advisor, Wealth Advisor, and full access to our CPA team, so you will have a strong support system.
- Develop and implement comprehensive financial plans, including retirement strategies, tax-efficient investment management, and estate planning utilizing tools like eMoney, Income Lab, Holistiplan, and Wealth.com to deliver the client experience.
- Collaborate with internal teams, including investment analysts, financial planners, and our tax group, to deliver seamless service and integrated solutions.
- Participate in business development efforts, such as networking events, client referrals, and local community engagement, to expand the firm's client base and grow our Nashville office.
- Help develop and mentor other team members, fostering their professional growth and ensuring alignment with the firm's client-centric values and high standards of service.
Compensation – Salary + Quarterly Variable Compensation
- Starting base salary - $125,000 - $150,000 DOE
- A generous quarterly variable compensation plan based on new client assets (w/ an ongoing quarterly revenue trail)
Total first year cash compensation target of $175,000 - $200,000 - 401(k) and Defined Benefit Plan with a company funded 15% contribution of cash compensation (employee contributions allowed, but not required
- Health Insurance: 100% covered by company
- HSA contribution made by company up to the individual maximum contribution (paid quarterly)
- Tuition assistance for continuing education
- Vacation policy: Open - required to take 2 weeks per year
A fun, entrepreneurial team-based environment where you can pursue your professional and personal goals
If you're ready to make a meaningful impact on families' financial futures while growing your own career at a top-tier firm, we'd love to hear from you!
