3 Financial Planning Professional Jobs in Franklin, TN

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Financial Services Professional

Bankers Life

Franklin, TN | Full Time

$67k-87k (estimate)

4 Days Ago

Financial Planning Professional

SageSpring Wealth Partners

Franklin, TN | Full Time

$108k-125k (estimate)

1 Month Ago

Financial Services Professional

Bankers Life

Franklin, TN | Full Time

$87k-113k (estimate)

1 Week Ago

Financial Planning Professional

$108k-125k (estimate)

Full Time 1 Month Ago

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SageSpring Wealth Partners is Hiring a Financial Planning Professional Near Franklin, TN

Financial Planner -Top Workplace/Award-Winning Culture/Great Benefits

Are you passionate about serving others?

Are you seeking a high-performance environment - one that is mission-driven, supportive, and full of opportunity?

Then look no further!

As a SageSpring Wealth Partners Financial Planner, you'll assist Advisors in determining a variety of opportunities to educate clients and help them achieve and exceed their financial goals. This position will require extensive research and analysis of client data, utilizing planning software and various other tools to provide a clear and concise financial plan. The successful Financial Planner will be analytical, have an attention to detail, and have a nose for problem-solving.

Key Functions:

Interacts daily on the phone and in person with clients, including handling basic inquiries, orders, account updates/changes, etc.

Prepares communication, forms, and spreadsheets to assist with servicing clients.

Processes and follows up on client documentation for proper maintenance of accounts.

Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.

Maintains databases and creates reports using portfolio software programs.

Assists Financial Advisors with high level analysis/financial planning and review of FinTech features and cash lists for potential changes.

Provides updates on the market and future forecasts, especially those specific to client needs and concerns.

Provides portfolio, college planning, social security, and tax analysis for clients, as well as MPI’s and Tax-loss harvesting calls.

Responsible for client meeting preparation and follow-up (agendas, reports, presentations, notes, recommendations, etc.)

Receives cross-training and attends misc. team events.

Performs other duties and responsibilities as assigned.

Qualifications:

Bachelors’ degree in Finance or related field

5 years of prior industry experience as a registered associate in sales and support

Current Series 7, Series 65/66 registered and/or professional CFP designation

Extensive knowledge in all areas of planning is required

Rewards:

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

Top Workplace – Join the vibrant workplace culture of one of Nashville's premier mid-sized employers, as recognized by The Tennessean* for the last four years.

Inspiring Leadership – Our leadership truly embodies the definition of servant leaders that inspires a work environment in which our teams can flourish that’s energetic, positive, fun, and highly supportive.

Team Engagement – You will build some genuinely special relationships and bonds throughout our team and partners.

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

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

Community Involvement – We’re passionate about supporting our community with each office choosing a charity/cause to champion.

About Us

Recognized as a Top Workplace by The Tennessean* for the last four consecutive years, SageSpring Wealth Partners operates as a family. With more than 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. Through our broker-dealer Raymond James, we have the support of a large company, while offering clients the intimate service of a small firm.

Job Type: Full-time/On-Site

Work Location: Franklin, TN (Cool Springs)

Schedule: Monday through Friday, Days

Tennessean Top Workplaces Award (2023)

More than 2,000 companies participated and 117 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 35 employees in Middle Tennessee.

Employers could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. This ranking is based upon the period from 01/01/2022 to 12/31/2022, and was published 6/25/2023. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean is affiliated with Raymond James.