Wealth Associate

THE ROLE

The Wealth Associate partners closely with Wealth Advisors to help deliver comprehensive wealth management services while building the technical expertise, confidence, and relationship management skills necessary to become a future Wealth Advisor. Working alongside Wealth Advisors and Client Service Managers, the Wealth Associate transforms planning strategies into thoughtful client recommendations, actively participates in client relationships, and plays an integral role in delivering the thoughtful advice and personalized experience that define Seven Springs Wealth Group.

Success in this role extends beyond technical proficiency. The most successful Wealth Associates are curious learners, trusted partners, and confident communicators who embrace every opportunity to grow through meaningful client experiences.

At Seven Springs Wealth Group, we believe exceptional wealth management begins with trusted relationships. Our clients look to us not only for financial expertise, but for thoughtful guidance through life's most important decisions. Every client relationship is supported by a collaborative Diamond Team of professionals who bring unique expertise while working together to deliver a seamless, personalized experience. For over twenty years, our mission has been to build deep and meaningful relationships with people and their wealth - so they can venture forward confidently.

Exceptional client meetings begin long before anyone sits down at the conference table. The Wealth Associate is responsible for transforming planning strategies into polished, client-ready recommendations that help clients make informed financial decisions.

Working closely with the Wealth Advisor and Investment Team, the Wealth Associate prepares financial plans, develops planning analyses, coordinates meeting preparation, and ensures recommendations are accurate, organized, and aligned with the firm's planning philosophy. As technical expertise and experience grow, the Wealth Associate becomes an increasingly valuable contributor to the planning process and client relationship.

Responsibilities include:

• Preparing comprehensive financial plans and supporting analyses for advisor review
• Developing meeting agendas, presentation materials, and client deliverables
• Performing financial planning analyses and scenario modeling as experience and proficiency grow
• Identifying planning opportunities for advisor consideration
• Coordinating meeting preparation to ensure every engagement is organized, accurate, and client-ready
• Understanding and confidently communicating the firm's investment philosophy and approved planning recommendations
• Continuously strengthening technical knowledge across retirement planning, tax planning, estate planning, investment management, insurance planning, education planning, cash flow planning, and other areas of comprehensive financial planning

The Wealth Associate is an active participant in the client relationship – not simply a planner working behind the scenes. Through meaningful client interactions, the Wealth Associate builds trust, develops confidence, and gains the experience necessary to become a future relationship manager.

Attendance at client meetings will vary based on client needs, scheduling, and developmental opportunities. When participating, the Wealth Associate is expected to contribute thoughtfully by presenting recommendations, answering planning questions, reinforcing advisor recommendations, and strengthening trusted client relationships while continuing to develop professionally.

Responsibilities include:

• Participating in client meetings alongside Wealth Advisors
• Presenting portions of client meetings and planning recommendations
• Answering client planning questions with confidence and professionalism
• Reinforcing planning recommendations and the firm's investment philosophy
• Building trusted relationships through proactive communication and timely follow-through
• Progressively assuming greater client-facing responsibilities as experience and proficiency increase

Seven Springs Wealth Group believes great advisors are developed through experience, not only observation. The Wealth Associate role is intentionally designed to provide meaningful opportunities to build technical expertise, professional judgment, and relationship management skills through real…