Wealth Planning Analyst: Client-Focused & Data-Driven

A well-established wealth management practice in Brentwood, TN, is seeking a detail-oriented Financial Planning Professional to join the team. The ideal candidate will develop and maintain comprehensive financial plans for clients while supporting the advisory team. Candidates should have a Bachelor's degree in a related field and 1–3 years of financial planning experience, preferably in a fee-based environment. The role offers a salary range of $75,000–$100,000 annually.
We would love to welcome a new Wealth Planning Analyst:
Client-Focused & Data-Driven to our team in Brentwood, TN, United States. The position is based in Brentwood, TN, United States. This opportunity is part of our work in Management & Operations. The advertised compensation is 75.. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above.