Team Financial Advisor

We are always looking for people with character and integrity to join our team. We offer comprehensive mentorship and financial service training to the right candidates. If you are eager to help people achieve their life’s goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you.

Recognized as a Top Workplace for the last three consecutive years, Sage Spring Wealth Partners operates as a family. With over 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future.

We are redefining how to build, grow, enjoy, and transition a world-class financial planning practice.

We remove obstacles for financial advising teams and coach them to be excellent servant leaders and team builders who lead lives of significance.

We coach humble, hungry, and smart entrepreneurs through the entire lifecycle of their financial planning businesses

Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.

Join and grow in the #1 rated culture for mid-sized employers in Nashville (NBJ 2021) where you’ll actually look forward to Monday.

Our leadership embodies the definition of servant leaders and inspires an energetic, positive, fun, and highly supportive work environment in which our teams can flourish.

You will build some genuinely special relationships and bonds with our teamand partners.

Our motto is “Humble. Hungry. Smart.” and that’s exemplified from the top down.

Let us help you transform your career goals and educational accomplishments into opportunities and successes.

We’re passionate about supporting our community. Each office chooses a charity or cause to champion.

Location: Franklin, TN

# of Openings:1

Job Summary:

The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory relationship and once obtaining leads to clients, help them achieve and exceed their financial goals. The Team Financial Advisor supports the wealth team effort to serve clients in a sincere, ethical, and progressive way so that long term, generational relationships are built. The position will require extensive research and analysis of client data, various planning software and various other tools to provide a clear and concise financial plan.

Extensive knowledge in all areas of planning is required.

Job

Duties & Responsibilities:

• Interacts daily on the phone and in person with prospective and existing clients including handling advanced inquiries and accepting orders.
• Researches client and security information through the back office system.
• Processes and follows up on client documentation for proper maintenance of accounts.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Creates and maintains records and files.
• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
• Maintains databases and creates reports using portfolio software programs.
• Assists Lead Financial Advisor with marketing and business development efforts.
• Responsible for client meeting preparation (forms, reports, presentations, etc.)
• Receives cross-training and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.
• Bachelor's Degree in Finance or related field
• 5-7 years of prior industry experience as a Financial Planner or…