Aspiring Wealth Advisor: Client-Focused Planning Partner

Retirement Resource Center, LLC.; Brentwood, Northern (TN, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) with profit sharing

Flexible cafeteria plan

Job summary

Seven Springs Wealth Group in Brentwood, TN is seeking a Wealth Associate to partner with Wealth Advisors and Client Service Managers, turning planning strategies into thoughtful client recommendations.

You will participate in client meetings, prepare plans and analyses, and build the technical know-how and relationship skills to become a future Wealth Advisor.

This role emphasizes curiosity, communication, and a commitment to delivering personalized, comprehensive wealth planning experiences.

Qualifications

• Experience in financial planning and wealth management is required.
• Strong analytical and problem-solving abilities.
• Excellent communication and presentation skills.

Responsibilities

• Transform planning strategies into client-ready recommendations.
• Prepare financial plans and analyses for advisor review.
• Develop meeting agendas and client deliverables.
• Support client relationships through proactive communication.
• Collaborate with Wealth Advisors and Investment Team.

Skills

Wealth management

Financial planning

Client communication

Analytical skills

Team collaboration

Education

CFP, CFA, or CPA designation (in progress or holder)

Job description

Seven Springs Wealth Group in Brentwood, TN is seeking a Wealth Associate to partner with Wealth Advisors and Client Service Managers, turning planning strategies into thoughtful client recommendations.

You will participate in client meetings, prepare plans and analyses, and build the technical know-how and relationship skills to become a future Wealth Advisor.

This role emphasizes curiosity, communication, and a commitment to delivering personalized, comprehensive wealth planning experiences.