Location: Nashville, TN

About the Role:

This established wealth management firm is seeking a Planning & Presentations Specialist to work closely with advisors in preparing polished, client-ready financial materials. You’ll use tools like Morningstar, PX, and proposal software to create engaging presentations that help clients clearly understand their path forward. The ideal candidate enjoys combining analytical precision with a client-focused approach.

Key Responsibilities:

• Prepare and deliver financial planning presentations and proposals.
• Utilize Morningstar, PX, and other tools to produce client-ready materials.
• Collaborate with advisors to ensure planning outputs align with client needs.
• Support proposal execution and assist with plan updates.

Qualifications:

• 2–5 years of experience in financial services or wealth management.
• Active Series 6 or Series 7 license; Series 66 or 63/65 preferred.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office; experience with Morningstar a plus.

Compensation:

• Base salary: $65,000 – $90,000

Potential performance bonus