Team Sales Advisor

SageSpring Wealth Partners; Franklin (TN); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K

Paid Vacation and Holidays

Job summary

SageSpring Wealth Partners located in Franklin, Tennessee is seeking a Financial Advisor to drive client relationships and achieve financial goals. You will source leads, educate clients on advisory services, and create tailored financial plans.

Your role will involve direct client engagement, ensuring exceptional service and building strong, trust-based relationships. A Bachelor's degree and sales experience are required, with the ability to obtain relevant licenses. Join a high-performing team in a supportive work environment.

Qualifications

• 2-5 years sales experience in a professional environment.
• Experience with high-net-worth clients.
• Ability to obtain Series 65 license within 30 days.

Responsibilities

• Identify and onboard high-net-worth clients.
• Manage relationships through disciplined outreach.
• Help clients make informed financial decisions.

Skills

Sales experience

Interpersonal skills

Analytical skills

Client-driven service

Education

Bachelor's Degree

Tools

Financial planning software (Fidelity, Schwab)

MS Excel

MS Outlook

Job description

Job Summary

Job Summary: Do you want the freedom to build relationships, pursue sales opportunities, and drive results. Do you want your success to directly impact your income and advancement opportunities. Do you like to work in a fast-paced, high-energy environment where no two days look the same. The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory relationship and once obtaining leads to clients, help them achieve and exceed their financial goals. The Financial Advisor works within the team environment to serve clients in a sincere, ethical, and progressive way so that long term, generational relationships are built. The position will require extensive research and analysis of client data, various planning software and various other tools to provide a clear and concise financial plan. Extensive knowledge in all areas of planning is required.

Job Duties & Responsibilities

• Identify, attract, and onboard high-net-worth families and business owners who are an ideal fit for the firm''s concierge wealth management services.
• Demonstrate high emotional intelligence, strong interpersonal skills, sustained self-motivation, resilience, and a willingness to face rejection in pursuit of growth opportunities.
• Contribute directly to the growth of the firm by attracting and onboarding new client relationships that result in meaningful increases in assets under management and firm revenue.
• Maintain a proactive business development pipeline through disciplined relationship management and ongoing outreach efforts.
• Spend the majority of your time meeting with current and prospective clients to understand their goals, values, priorities, and financial challenges.
• Build trusted relationships with prospective clients through consistent, timely, and persistent follow-up.
• Develop and strengthen relationships with centers of influence and adjacent professional partners to facilitate introductions for financial planning and wealth management services.
• Delivering an exceptional client experience that deepens relationships, creates client advocates, and generates introductions to other qualified families and business owners.
• Serve as a trusted advisor by helping clients make informed decisions regarding their wealth and long-term objectives.
• Performs other duties and responsibilities as assigned.

Minimum Requirements

• Bachelor''s Degree
• 2-5 years hands on sales experience in professional environment
• Preferred industry experience as a Financial Planner or Advisor
• Series 65 (Series 7/66) preferred or ability to be licensed in 30 days
• Prefer professional industry designations such as CFA, CPA, or CFP
• Experience working with high-net-worth clients
• Experience with low volume relationship based sales process

Essential Mental Functions

• Experience in related technology, software planning tools and presentation (Fidelity, Schwab, Black Diamond, Wealthscape preferred).
• Extensive analytical and problem-solving ability
• Knowledge of investment concepts, practices, products, financial markets and procedures used in the securities industry.
• Knowledge of industry regulations provided by SEC, FINRA, and related broker/dealer
• General office practices, procedures, and methods
• MS Excel, Word, Outlook, and Power Point proficiency
• Proven ability to develop professionally
• Client-driven customer service

Physical Demands

• Ability to work in a traditional professional office setting or remote equivalent
• Prolonged periods of sitting at a desk and working on a computer
• Ability to effectively operate computer equipment
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job-related office equipment
• Ability to communicate via telephone / computer and work in virtual teams
• Must be able to lift up to 10 pounds at a time

About SageSpring

This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

Rewards & Culture

• Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
• #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
• Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
• Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
• High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
• Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
• Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth Partners affirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.