Senior Support Advisor
SENIOR SUPPORT ADVISOR
Are you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Financial Advisors are coachable, lifelong learners with generous salaries and a path to partnership in the firm if desired.
JOB DESCRIPTION
Locations Available: Nashville, TN
Salary Range: $65,000-85,000
FLSA Status: Salaried Non-exempt (overtime eligible)
Reports to: Lead Financial Advisor
Job Summary:
The Senior Support Advisor oversees support team operations, ensures quality control, and serves as the subject matter expert for planning processes, workflows, and data integrity. This role mentors junior support team members and drives efficiency across the firm.
Equal Opportunity is Real Here
Team Vestia embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better Team Vestia will be!
Primary Responsibilities Include:
- Lead and oversee all planning preparation, workflows, and processes for the support team
- Review and approve the work of Associate and Support Advisors before submission to advisors
- Train new team members on planning software, CRM systems, processes, and workflows
- Own complex or multi-step planning tasks (e.g., tax estimates, retirement modeling, advanced analysis)
- Serve as the primary support resource for high-net-worth and complex clients
- Develop new processes and continuously improve existing systems for efficiency and accuracy
- Manage delegation and workload distribution across the support team
- Coordinate with advisors and operations to drive consistency and workflow alignment
- Identify gaps or inefficiencies and proactively implement solutions
Travel:
- Travel as needed to facilitate client relationship management, support business development, or accomplish other corporate functions, and attend two off-site team retreats each year. Ability to transport oneself is necessary.
Required Experience / Qualifications:
- Advanced knowledge of firm systems and planning software
- Strong leadership, mentoring, and communication skills
- Expertise in planning data, modeling, and accuracy
- High degree of ownership and problem-solving ability
- Progress toward or completion of CFP® preferred
Preferred Experience / Qualifications:
- Bachelor’s degree in finance, accounting, or business
5+ years financial industry - Experience in client facing roles
- Growth Path Next Steps Could Likely Include the Following:
Promotion to Servicing Financial Advisor level
Benefits Include:
- Health Insurance Plan
- 401k and Profit-Sharing Plan
- Success Sharing Bonus
- Flex Time and Paid Time Off
- Parental Leave Policy
ALL ROLES REQUIRE WILLINGNESS TO BE A CONSISTENT EXAMPLE OF OUR CORE VALUES
OUR NICHE
We help the highest caliber physicians achieve Wealth that Matters™
OUR PURPOSE
We help remarkable people thriVe
OUR VALUES
- Give a Surplus – We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.
- Never Let Them Guess – We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, especially when it’s tough.
- Raise Your Hand – We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.
- Model Wealth that Matters™ – We value relationships over money. We build our legacies daily by being intentional with our time.
- Fly in the V-Formation – We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.