Collaborative Financial Advisor – Growth & Mentorship

SageSpring Wealth Partners; Franklin (TN); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health Insurance

Dental Insurance

Vision Insurance

401K

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Résumé du poste

SageSpring Wealth Partners is seeking a Financial Advisor in Franklin, TN. You will source and educate leads to build advisory relationships, helping clients achieve and exceed their financial goals.

You will support the wealth team with research, documentation, and client meetings to deliver comprehensive financial plans. Ideal candidates have 5–7 years of experience, Series 7/65/66 licenses, and finance-related certifications.

Qualifications

• Bachelor's Degree in Finance or related field required.
• 5-7 years of prior industry experience as a Financial Planner or Advisor.
• Series 7, Series 65/66 registrations and other professional designations required.

Responsabilités

• Source and educate leads to build advisory relationships and help clients achieve financial goals.
• Research client and security information using firm back office systems.
• Prepare letters, forms, and spreadsheets for servicing existing clients and prospecting.

Connaissances

Communication

Analytical thinking

Team leadership

Client relationships

Formation

Bachelor's Degree in Finance or related field

Series 7/65/66 certifications

Outils

MS Excel

MS Word

MS Outlook

MS PowerPoint

Description du poste

SageSpring Wealth Partners is seeking a Financial Advisor in Franklin, TN. You will source and educate leads to build advisory relationships, helping clients achieve and exceed their financial goals.

You will support the wealth team with research, documentation, and client meetings to deliver comprehensive financial plans. Ideal candidates have 5–7 years of experience, Series 7/65/66 licenses, and finance-related certifications.