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The Well · Franklin, Tennessee
Client Relationship Specialist | Franklin, TN
We're looking for someone clients and advisors can count on to keep things organized, on track, and handled with care.
Franklin, TN (in office)
Compensation:
$70,000-$80,000 based on experience, bonus eligible
Status:
Full time
The Role
Support senior advisors by managing client relationships, meeting prep, paperwork, and follow-through, so clients feel taken care of and advisors can focus on planning. New business development is handled separately; this role is 100% client care and advisor support.
What You'll Do
Prepare for and follow up on client meetings, including reports and paperwork
Serve as a go-to contact for clients by phone, email, and in person
Handle account opening, investment paperwork, money movement, and reporting
Place trades at an advisor's direction
Keep advisor calendars, deadlines, and client records organized
Support client events and day-to-day office needs
What You'll Bring
3+ years in financial services, ideally wealth management or an RIA
Series 65 license preferred, or willingness to obtain
Bachelor's degree preferred, not required
Strong communication and relationship management skills
Sharp attention to detail across multiple systems and priorities
Microsoft Office proficiency; CRM experience (Orion, Redtail) a plus
A track record of sticking with roles and growing within them
Growth Path
Toward financial planning: support pursuing a CFP or FPQP designation
Toward deeper client service: family office work with top-tier clients
Benefits:
Health insurance, dental, PTO, VTO, financial wellness, 401(k) with company match, tuition reimbursement
Family-run RIA focused on high-net-worth clients, and that invests in the people who invest in them.
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Details
| Company | The Well |
| Location | Franklin, Tennessee |
| Type | FULL TIME |
| Niche | Office and Administrative Support Occupations |
| Salary | $70,000 – $70,000 / yr |