6 Financial Planning Associate Jobs in Brentwood, TN
Seven Springs Wealth Group is Hiring a Financial Planning Associate Near Brentwood, TN
Qualifications: Bachelor’s degree from accredited firm or university. Minimum 2 years financial services experience. Candidates should be detail oriented, with excellent written and verbal communication skills and high integrity. Progress towards CFP®, CFA, or CPA preferred. Experience with eMoney, Fidelity, and Black Diamond/Advent preferred.
Employee Benefits
- Competitive Salary Commission
- Firm Profitability Bonus
- Client Retention and Business Development Bonus
- $900 in company contributions to the following benefits
- Medical
- Dental
- Vision
- Company Paid Life Insurance
- Additional Life Insurance
- Short-Term Disability
- Long-Term Disability
- Identity Theft Protection
- Pet Insurance
- 401(k) with generous match and profit share
- Paid Holidays PTO
- Weekly Work from Home Availability
Job Summary
Full Time
$83k-98k (estimate)
05/26/2024
07/11/2024
The job skills required for Financial Planning Associate include Financial Services, Financial Planning, Wealth Management, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning Associate positions, which can be used as a reference in future career path planning. As a Financial Planning Associate, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Associate. You can explore the career advancement for a Financial Planning Associate below and select your interested title to get hiring information.
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