Remote Wealth Planning Associate – Client Services & Analysis

SageSpring Wealth Partners

Franklin (TN)

Hybrid

USD 65,000 - 95,000

Full time

14 days+

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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