Wealth Advisor

THE ROLE

This is a Wealth Advisor seat on the firm’s flagship team, working directly alongside the CEO.

The majority of this role — roughly 75% to 90% of the work — is comprehensive wealth advisory: financial planning, client meetings, preparation and follow-through, and the ongoing service that sustains long‑term relationships with sophisticated families. The remainder, approximately 10% to 25%, is a specialized analytical mandate supporting one of the firm’s most significant client relationships.

Seven Springs Wealth Group is an independently owned and operated wealth management firm based in Nashville, TN. We provide comprehensive financial planning to affluent families and individuals, as well as multigenerational family office services to the ultra‑high‑net‑worth. We also provide fiduciary investment services to small and mid‑sized institutions, including corporate retirement plans, foundations, and endowments.

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. We operate in a Diamond Team model: small, focused advisor teams built around trust, long‑term relationships, and genuine planning depth.

• Deliver comprehensive wealth advisory services across financial planning, investment strategy, taxes, and estate planning for HNW and UHNW clients
• Prepare for, participate in, and follow through on client meetings with executives, business owners, trustees, and multi‑generational families — initially alongside the CEO and CIO, increasingly on your own
• Serve as a planning resource for complex situations involving business ownership, equity compensation, trust structures, and liquidity events
• Maintain deep familiarity with each client’s full financial picture, goals, business context, and family dynamics
• Own the quality and timeliness of client deliverables — plans, analyses, meeting materials, and documentation

• Work within the framework set by the firm’s CIO and investment department to deliver consistent, well‑communicated investment strategy to clients
• Participate in investment committee meetings and translate portfolio strategy into client‑facing communication with clarity
• Collaborate directly with the CIO on client circumstances requiring customized investment approaches
• Bring genuine investment fluency to client conversations — asset allocation, portfolio construction, alternative investments, and market context

A defined portion of this role supports one of the firm’s most complex client relationships: a multi‑entity operating portfolio in the hunting, fishing, livestock, and outdoor industries. You will work directly alongside the CEO and the client’s second‑generation operational leader.

The workload is uneven by nature. Some weeks require very little; others, during planning cycles, restructuring projects, or entity‑level reviews, require substantially more.

The entities have bookkeepers, and the largest has its own internal management team. Your role is not to replace them. It is to serve as the analytical and integrating layer above them — the person who sees across all of it, identifies what matters, and translates it into clear recommendations for the CEO and the family’s leadership.

• Provide financial oversight and reporting across the portfolio — identifying trends, underperformance, and capital needs across balance sheets and P&Ls
• Build and maintain financial and business models; own cash flow visibility and capital requirements across entities
• Assist in the development of operating plans for entities…