Financial Planner

Seven Springs Wealth Group is seeking an experienced Financial Planner to join our growing and talented team. The ideal candidate enjoys a dynamic environment and is focused on building a sustainable career through superior client service, earning referrals, and community engagement. The planner should also be comfortable integrating technology into their practice.  Acceptable applicants include experienced professionals in the industry preparing to take the next step into a lead planner role and existing lead planners looking for enhanced opportunities. 

We also love to bring new skills to the team, so planners with areas of expertise that complement or enhance our team are highly desired as are planners looking to transition/bring an existing book of business to a long-term home with the appropriate financial rewards and flexibility. 

Seven Springs Wealth Group is a comprehensive financial planning and wealth management firm located in Brentwood, TN.  We serve individuals and families, both locally and across the country, in a collaborative relationship through objective financial advice based on our clients’ unique circumstances.

Qualifications: Bachelor’s degree from accredited college or university.  Minimum 5 years financial planning experience. Candidates should be detail oriented, with excellent written and verbal communication skills and high integrity.  CFP®, CFA, or CPA preferred (or substantial progress toward attainment).  Experience with eMoney, Fidelity, and BlackDiamond/Advent preferred.

Employee Benefits:

• Competitive Salary Commission
• Firm Profitability Bonus
• Client Retention and Business Development Bonus
• $900 in monthly 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

Seven Springs Wealth Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We embrace differences in race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and veteran status. Our hiring decisions are based on qualifications, merit, and business needs at each step of the employment process. We encourage candidates from all backgrounds to apply and join us in our mission to foster a workplace that reflects the diversity of the communities we serve.

Salary : $900