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Financial Planner

Employer
Seven Springs Wealth Group
Location
Nashville, Tennessee
Salary
$96,000 - $144,000 base. Total Comp $110k - $240k.
Closing date
Dec 29, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Seven Springs Wealth Group is a comprehensive financial planning and wealth management firm located in Brentwood, TN, south of Nashville. We serve individuals and families, both locally and across the country, in a collaborative relationship providing objective financial advice around our clients’ unique circumstances.

We are seeking an experienced financial planner to join our growing and talented team. The ideal candidate enjoys a dynamic and growing environment, is focused on building a sustainable career through superior client service, earning referrals, and community engagement. The planner should also be comfortable integrating technology into their practice. Acceptable applicants include experienced professionals in the industry ready to take the next step into a lead planner role and existing lead planners looking for enhanced opportunities.

We also love to bring new skills to the team, so planners with areas of expertise that complement or enhance our team are highly desired. As are planners looking to transition/bring an existing book of business to a long-term home with the appropriate financial rewards and flexibility.

Qualifications: Bachelor’s degree from accredited firm or university. Minimum 3 years financial planning experience. Candidates should be detail oriented, with excellent written and verbal communication skills and high integrity. CFP®, CFA, or CPA preferred (or substantial progress towards attainment).

Benefits: Competitive salary; firm-profitability bonus; client retention and business development bonus; 401(k) plan with generous match and profit share; Cafeteria Plan for health/vision/dental insurance, life insurance, short-and-long term disability insurance, and pet insurance; paid holidays and vacation; flexible scheduling with weekly work-from-home options

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