Wealth Associate: Grow Into a Future Advisor

Seven Springs Wealth Group

Brentwood (TN)

On-site

USD 65,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) with profit sharing

Annual bonus opportunity

Job summary

Seven Springs Wealth Group is seeking a Wealth Associate in Brentwood, TN to transform planning strategies into client-ready recommendations. You will work with Wealth Advisors and the Investment Team to prepare plans, analyses, and materials while growing your technical expertise and client-relations skills.

As you gain experience, you will increasingly contribute to planning, client meetings, and the firm’s investment philosophy, delivering thoughtful guidance and a personalized client

Qualifications

Ideal candidates hold a CFP/CFA or CPA designation, or have credible plans to pursue one.
Experience in financial planning and wealth management is essential.
Strong analytical and communication skills are required.

Responsibilities

Develop comprehensive financial plans and supporting analyses for advisor review.
Prepare meeting agendas, materials, and client deliverables.
Present planning recommendations to clients and answer questions confidently.
Communicate investment philosophy and approved planning recommendations clearly.
Support Wealth Advisors and Client Service Managers to deliver seamless client experiences.

Skills

CFP/CFA/CPA designation

Financial planning experience

Analytical thinking

Excellent communication

Education

CFP/CFA/CPA designation in progress or attained

Job description

As you gain experience, you will increasingly contribute to planning, client meetings, and the firm’s investment philosophy, delivering thoughtful guidance and a personalized client

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