Wealth Advisor

Seven Springs Wealth Group; Brentwood (TN); On-site; USD 120,000 - 240,000; Full time

Benefits offered by this job

Health insurance

401(k) with profit sharing

Performance-based bonus

Job summary

Seven Springs Wealth Group in Nashville seeks a Wealth Advisor to join the flagship team, working closely with the CEO. You will provide holistic wealth planning, oversee client meetings, and manage funds and tax planning for sophisticated families.

A secondary analytical mandate supports a major client relationship. The role balances advisory duties with financial modeling, cross‑entity coordination, and strategic planning across portfolios.

Qualifications

• Bachelor’s degree in finance, accounting, or related field; CPA/CFA/CFP preferred or in progress.
• Experience in wealth management, financial planning, and investment advisory is expected.
• Multi-entity portfolio experience is preferred; Nashville market familiarity is a plus.

Responsibilities

• Deliver comprehensive wealth advisory services across planning, investments, taxes, and estate planning for HNW/UHNW clients.
• Prepare for and participate in client meetings, initially with CEO/CIO, then independently.
• Support complex client relationships with business ownership, equity comp, trusts, and liquidity events.

Skills

Wealth management

Financial planning

Investment advisory

Financial modeling

Education

Bachelor’s degree in finance, accounting, or business

Job description

THE ROLE

This is a Wealth Advisor seat on the firm’s flagship team, working directly alongside the CEO.

The majority of this role — roughly 75% to 90% of the work — is comprehensive wealth advisory: financial planning, client meetings, preparation and follow-through, and the ongoing service that sustains long‑term relationships with sophisticated families. The remainder, approximately 10% to 25%, is a specialized analytical mandate supporting one of the firm’s most significant client relationships.

ABOUT SEVEN SPRINGS WEALTH GROUP

Seven Springs Wealth Group is an independently owned and operated wealth management firm based in Nashville, TN. We provide comprehensive financial planning to affluent families and individuals, as well as multigenerational family office services to the ultra‑high‑net‑worth. We also provide fiduciary investment services to small and mid‑sized institutions, including corporate retirement plans, foundations, and endowments.

For over twenty years, our mission has been to build deep and meaningful relationships with people and their wealth — so they can venture forward confidently. We operate in a Diamond Team model: small, focused advisor teams built around trust, long‑term relationships, and genuine planning depth.

CORE RESPONSIBILITIES

Client Advisory & Planning (majority of role)

• Deliver comprehensive wealth advisory services across financial planning, investment strategy, taxes, and estate planning for HNW and UHNW clients
• Prepare for, participate in, and follow through on client meetings with executives, business owners, trustees, and multi‑generational families — initially alongside the CEO and CIO, increasingly on your own
• Serve as a planning resource for complex situations involving business ownership, equity compensation, trust structures, and liquidity events
• Maintain deep familiarity with each client’s full financial picture, goals, business context, and family dynamics
• Own the quality and timeliness of client deliverables — plans, analyses, meeting materials, and documentation

Investment Collaboration

• Work within the framework set by the firm’s CIO and investment department to deliver consistent, well‑communicated investment strategy to clients
• Participate in investment committee meetings and translate portfolio strategy into client‑facing communication with clarity
• Collaborate directly with the CIO on client circumstances requiring customized investment approaches
• Bring genuine investment fluency to client conversations — asset allocation, portfolio construction, alternative investments, and market context

Specialized Analytical Mandate (approximately 10%–25% of role)

A defined portion of this role supports one of the firm’s most complex client relationships: a multi‑entity operating portfolio in the hunting, fishing, livestock, and outdoor industries. You will work directly alongside the CEO and the client’s second‑generation operational leader.

The workload is uneven by nature. Some weeks require very little; others, during planning cycles, restructuring projects, or entity‑level reviews, require substantially more.

The entities have bookkeepers, and the largest has its own internal management team. Your role is not to replace them. It is to serve as the analytical and integrating layer above them — the person who sees across all of it, identifies what matters, and translates it into clear recommendations for the CEO and the family’s leadership.

• Provide financial oversight and reporting across the portfolio — identifying trends, underperformance, and capital needs across balance sheets and P&Ls
• Build and maintain financial and business models; own cash flow visibility and capital requirements across entities
• Assist in the development of operating plans for entities that lack them — establish baseline budgets and revenue expectations against which performance can be measured
• Establish and maintain a consistent reporting cadence and format across entities, including variance reporting against operating plans
• Evaluate and prioritize capital investments across entities; prepare decision‑ready briefings and manager memos
• Coordinate with external CPAs, bookkeepers, attorneys, and bankers — serve as the integrating intelligence layer across all external advisors
• Understand entity structures, contracts, and operational practices; assist with business restructuring and optimization analysis
• Flag legal, tax, regulatory, insurance, and licensing risks and requirements across entity structures and operational practices
• Attend meetings with bankers, attorneys, accountants, and entity managers as needed — synthesize findings, flag action items, and brief leadership
• Translate complexity into clear, actionable recommendations — serve as a right hand to the CEO and the family’s operational leadership

Team Contribution & Origination

• Contribute to team referral generation — all advisors are expected to be active in building the firm’s pipeline
• Develop Center of Influence relationships as natural referral sources for the firm’s target client profile
• Support onboarding new clients assigned to the team

CANDIDATE PROFILE

You Are:

• Analytically strong — you can build a model, read a P&L, and find the thing that matters in a pile of financial information
• Genuinely interested in learning the advisory craft, and willing to be taught
• Comfortable in a supporting role now with the ambition to lead relationships later
• Clear in writing and in person — you can take something complicated and make it land with someone who has ten minutes
• Reliable in the unglamorous way that matters: preparation done, follow‑through completed, details handled without being asked twice
• Self‑directed within your lane — the entities have bookkeepers and managers, but no one is going to hand you a checklist
• Someone who treats the work like your own business

Background:

Relevant experience likely includes some combination of:

• Wealth management, financial planning, or investment advisory
• Corporate finance, FP&A, strategic finance, or operating‑company financial analysis
• M&A advisory, private equity, investment banking, equity research, or business valuation
• Direct experience with financial modeling on operating businesses, not just investment portfolios
• Coordination across CPAs, attorneys, bankers, and operational leadership on behalf of a client or principal

Credentials and education:

• Bachelor’s degree in finance, accounting, business, or a related field
• CPA, CFA, or CFP — held, in progress, or a credible intention to pursue. Required advisory licenses expected at minimum, or obtained promptly after hire.
• Multi‑entity portfolio experience preferred
• Familiarity with estate planning concepts preferred
• Nashville market familiarity preferred; Southeast regional experience considered
• A genuine interest in animals, agriculture, fishing, hunting, or the outdoors is a meaningful differentiator.

COMPENSATION

• Competitive base salary commensurate with experience
• Annual variable compensation
• Quarterly business development compensation for origination
• Firm‑sponsored health insurance via cafeteria plan
• Highly competitive 401(k) with profit sharing plan

Our Commitment to Inclusion:

Seven Springs Wealth Group is proud to be an equal opportunity employer. We are committed to creating a diverse and inclusive environment where all team members feel seen, supported, and empowered. We encourage applicants from all backgrounds to apply.