Associate Financial Planner

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

Seven Springs Wealth Group is seeking an Associate Financial Planner to join our growing and talented team. The ideal candidate enjoys a dynamic environment and 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 who have completed rigorous advisory training programs, equipping them with the technical expertise to support a lead advisor. Such roles include existing paraplanner or support advisor roles. 

Qualifications: Bachelor’s degree from accredited college 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 toward attainment). Experience with eMoney, Fidelity, and BlackDiamond/Advent preferred. 

Benefits: Competitive Salary + Commission, Firm Profitability Bonus, Client Retention and Business Development Bonus, $900 in monthly company contributions to the following benefits (Medical, Dental, Vision, Company Paid Life Insurance, Additional Life Insurance, Short-Term Disability, Long-Term Disability, Identity Theft Protection, Pet Insurance, 401(k) with generous match and profit share, Paid Holidays + PTO, Weekly Work from Home Availability  

Seven Springs Wealth Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We embrace differences in race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and veteran status. Our hiring decisions are based on qualifications, merit, and business needs at each step of the employment process. We encourage candidates from all backgrounds to apply and join us in our mission to foster a workplace that reflects the diversity of the communities we serve.