Position title
Wealth Management Business Development

Are you in the wealth management consulting field and would like a more manageable schedule? Would you like to work for one of the best trust and estate management companies in Tennessee? If so, we would welcome a conversation with you.
Our client is a long-established, well-respected trust management services provider who provides a work-life balance for their employees. Their laser focus is on their clients AND their employees. With a focus on “good people doing good things”, they value their employees and provide that work-balance that many corporations are missing these days.
With organic growth that has double their AUA during the past 10 years, this expansion position is designed to both maintain their current clients and to develop a list of potential new clients and referral opportunities. It is a business development position so acquiring new business is the focus of the role.


  Successful candidates for this will possess:

  • 5+ years in the financial industry in Middle Tennessee
  • Knowledge and understanding of trust services
  • Proven track record of business development in the financial services or trust management field
  • Bachelor’s Degree or equivalent work experience

If you have the above required experience and would like to have a informational conversation about this opportunity, send your resume in WORD format to [email protected]

Employment Type
Financial/Wealth Management
Job Location
Nashville, TN
Date posted
April 10, 2023
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