Remote Wealth Planning Associate – Client Services & Analysis

SageSpring Wealth Partners; Franklin (TN); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401K

Life insurance

Disability insurance

Paid vacation

Paid holidays

Job summary

SageSpring Wealth Partners in Franklin, TN seeks a Financial Planning Professional to support Team Financial Advisors with research, analysis, and development of comprehensive financial plans. You will work with planning software and client data to educate clients and help them achieve their goals, while handling documentation, reports, and meetings in a collaborative, compliance-minded environment.

The role requires strong analytical skills, knowledge of investments, and experience in financial

Qualifications

• Bachelor's Degree in Finance or related field.
• 5 years of prior industry experience as a registered associate in sales and support
• Series 7, Series 65/66 registered and/or professional CFP Designation

Responsibilities

• Interact daily with clients by phone and in person, including answering inquiries and providing quotes
• Enter and receive orders for the Financial Advisor
• Research client and security information through the back office system
• Prepare letters, forms, and spreadsheets to support servicing clients
• Assist Financial Advisors with marketing efforts and advertising compliance
• Supervise and train client services staff
• Ensure client paperwork remains current with regulations
• Create reports using portfolio software
• Maintain databases and records

Skills

Client communication

Analytical thinking

Financial knowledge

Team collaboration

Education

Bachelor's Degree in Finance or related field

Tools

MS Excel

MS Word

PowerPoint

Portfolio software

Back office systems

Job description

SageSpring Wealth Partners in Franklin, TN seeks a Financial Planning Professional to support Team Financial Advisors with research, analysis, and development of comprehensive financial plans. You will work with planning software and client data to educate clients and help them achieve their goals, while handling documentation, reports, and meetings in a collaborative, compliance-minded environment.

The role requires strong analytical skills, knowledge of investments, and experience in financial