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Financial Advisor

Company: SageSpring Wealth Partners
Location: Franklin
Posted on: May 23, 2023

Job Description:

Financial Advisor-Top Workplace/Full Benefits/RIAAs a SageSpring Wealth Partners Financial Advisor, you'll be responsible for sourcing and educating leads to the value of an advisory relationship, and once obtaining those leads to clients, help them achieve and exceed their financial goals. A Financial Advisor leads his or her team effort 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. If you're passionate about serving others, and are seeking a high-performance environment that is mission-driven, supportive and full of opportunity, then look no further!Qualifications for Financial Advisor:Bachelor's Degree in Finance or related field5-7 years of prior industry experience as a Financial Planner or AdvisorSeries 7, Series 65/66 registered and one or more other professional industry designationsRewardsExcellent Comp. & Benefits Package - Strong salary, performance bonuses, Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation/Holidays and more Culture - Join and grow in the rated culture for mid-sized employers in Nashville (NBJ 2021) where you'll actually look forward to Monday.High Performance - Our motto is "Humble. Hungry. Smart." and that's truly exemplified from the top down.Continuing Education - We're only as good as our advisors, so we contribute considerable time and resources to helping our advisors grow and pursue opportunities that help them better serve the needs of our clients.Community Involvement - We're passionate about supporting our community with each office choosing a charity/cause to champion.About UsThis is an exciting opportunity to join SageSpring Wealth Partners, a Forbes' Best-In-State wealth advisors recipient, Nashville Business Journal's mid-sized business culture 2021, and a Tennessean "Top Workplace" for the last three consecutive years . SageSpring Wealth Partners operates as a family. With more than 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Through our broker-dealer Raymond James, we have the support of a large company, while offering clients the intimate service of a small firm.Job Type: Full-timeWork Location: Franklin, TN (Cool Springs)Schedule:Monday to Friday Please apply through this site. Please DO NOT call, email, or drop by to share your resume. No recruiter inquiries will be accepted.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.SageSpring is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Keywords: SageSpring Wealth Partners, Franklin , Financial Advisor, Accounting, Auditing , Franklin, Tennessee

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