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Financial Planning Associate

Employer
Seven Springs Wealth Group
Location
Nashville, Tennessee
Salary
$72,000 - $96,000 base. Total Comp $90k - $140k.
Closing date
Dec 29, 2023

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 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 a support/service adviser, or paraplanner, 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 those in existing paraplanner or support roles, and those who have completed rigorous advisory training programs equipping them with the technical expertise to support a lead advisor.  A demonstrated ability to create financial plans, develop recommendations, prepare reports, and communicate with clients is necessary.

Qualifications: Bachelor’s degree from accredited firm or university. Minimum 2 years financial services experience. Candidates should be detail oriented, with excellent written and verbal communication skills and high integrity. Progress towards CFP®, CFA, or CPA preferred. Experience with eMoney, Fidelity, and Black Diamond/Advent preferred.

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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