Careers

The culture at Woodmont fosters teamwork, professional development, and opportunities for advancement and benefits from a diverse set of team member experience and perspectives. We also focus on results and offer flexibility, which increases long-term retention and helps everyone best serve our clients.

If you’re interested in a career at Woodmont, please email your resumé and cover letter to info@woodmontcounsel.com

Open Positions

Nashville

WEALTH MANAGEMENT ANALYST

DESCRIPTION
We are a growing firm committed to building lasting relationships through thoughtful, personalized investment management and financial planning. Our culture is intentionally designed to challenge the mindset of “this is how we have always done it.” We continuously seek better, more efficient solutions that improve the client experience and deliver exceptional service. For the right candidate, this role provides meaningful mentorship and a clear path for career advancement.


IDEAL CANDIDATE
At Woodmont, we seek team members who embody our core values and strengthen our client-first, collaborative culture. The ideal candidate is:

  • Energized, curious, and solutions-focused.
  • Reliable and disciplined with strong follow-through, timely communication, and the ability to self-manage.
  • Highly organized and capable of working under pressure, adapting well to change, and accurately managing multiple priorities to meet deadlines.
  • Professional and polished in both written and verbal communication.
  • A perceptive listener, capable of building trust and forging internal and external relationships.
  • Strong analytically and attentive to detail.
  • Committed to serving as a fiduciary, prioritizing clients’ best interests and delivering prompt, high-quality service.
  • Dedicated to continuous learning and furthering professional and personal growth.
  • Available and ready to work onsite at our Green Hills office.


REQUIREMENTS
This role assists advisors in servicing clients, primarily focusing on financial planning and managing client relationships. Responsibilities include:

  • Proactively lead, coordinate, and ensure smooth execution of all aspects of client relationships, taking responsibility for administrative and analytical tasks so that nothing is overlooked.
  • Client engagement logistics - including scheduling, meeting preparation, follow-up, and implementing recommendations - ensuring these tasks are completed accurately and on time so senior advisors can stay focused on strategic advising.
  • Analyze client data and model scenarios to produce actionable insights, presenting options that assist senior advisors in developing personalized planning and investment recommendations.
  • Actively collaborate with external professionals (CPAs, attorneys, insurance agents) to coordinate and progress client work, ensuring efficient, prompt communication and resolution without unnecessary delays.
  • Regularly research, anticipate, and share insights on financial strategies, industry trends, and regulatory updates to enhance client recommendations and establish the firm as a thought leader.
  • Ensure a smooth, proactive onboarding experience for new clients and deliver high-quality contributions to ad hoc projects, recognizing that these efforts directly support business development and growth.
  • Identify, recommend improvements, and volunteer for projects that enhance client experience and operational efficiency, consistently seeking ways to streamline processes and deliver higher value to clients

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