The Well Recruiting Solutions

Compensation

Full Description

We’re hiring a Client Relations Administrator (CRA) on behalf of our client—a growing, faith-based wealth management firm in Franklin, TN. This is a chance to join a nationally recognized, award-winning culture at a firm with $1.2B+ in assets under management and big plans for the future. Why join? • Work in a team-based 'fire team' model supporting advisors and clients • Be part of a faith-centered, family-minded culture known across the industry • Competitive pay, bonuses, PTO, and full benefits • Growth opportunities including firm-sponsored Series 65 licensing What you’ll do: • Support advisors with new business processing and client account maintenance • Provide high-touch service with excellence and care • Collaborate across teams to balance workload and deliver a consistent client experience • Participate in firm culture, recognition programs, and continuous learning What we’re looking for: • 1–2+ years experience in wealth management (Edward Jones, Merrill, Raymond James a plus) • Series 65 license preferred (or willingness to pursue) • Strong communication, organization, and team collaboration skills • Humble, hungry, and smart mindset; aligned with faith-based values Compensation: $60K–$80K base + bonuses + benefits Sound like you? Let’s connect! Apply today to learn more.