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Associate Financial Planner: in Client Advisory
Job in
Brentwood, Williamson County, Tennessee, 37027, USA
Listed on 2026-07-15
Listing for:
Seven Springs Wealth Group
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Seven Springs Wealth Group, LLC in Brentwood, TN is seeking an Associate Financial Planner to join our growing team. The role focuses on delivering superior client service, supporting lead advisors, and building a sustainable career through collaboration, mentorship, and community engagement.
You will translate complex financial concepts, help prepare holistic plans, run scenario modeling with eMoney, and maintain client data in CRM and planning systems.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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