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SageSpring Wealth Partners · 1 month ago

Team Financial Advisor

Brentwood, TN

Full-time

Onsite

Senior Level

5+ years exp

SageSpring Wealth Partners is a recognized leader in wealth management, having received accolades like Forbes’ Best-In-State Wealth Advisors and the Tennessean’s Top Workplace. The Financial Advisor will be responsible for sourcing and educating leads, helping clients achieve their financial goals, and leading a team to build long-term relationships while conducting extensive research and analysis to create clear financial plans.

Financial ServicesRetirementWealth Management

Responsibilities

Interacts daily on the phone and in person with prospective and existing clients including handling advanced inquiries and accepting orders

Researches client and security information through the back office system

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

Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients

Creates and maintains records and files

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 marketing efforts for seminars and compliance approval for advertising literature

Responsible for client meeting preparation (forms, reports, presentations, etc.)

Supervise and train additional client services staff

Receives cross-training and assists with other operational functions as required

Performs other duties and responsibilities as assigned

Qualification

Financial PlanningInvestment KnowledgeSeries 7 CertificationSeries 65/66 CertificationAnalytical SkillsClient ServiceMS Excel ProficiencyOffice PracticesTeam LeadershipProblem SolvingPresentation Skills