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Seven Springs Wealth Group · 2 weeks ago

Financial Planner – Women in Transformation Focus

Brentwood, TN

Full-time

Hybrid

Senior Level

5+ years exp

Seven Springs Wealth Group is a values-driven financial planning and wealth management firm based in Brentwood, TN. They are seeking a mission-aligned Financial Planner to support their growing advisory practice with a special focus on serving women navigating major life transitions.

FinanceFinancial ServicesPersonal Finance

Responsibilities

Participate in or lead client meetings, provide follow-up support, and help translate complex financial concepts into actionable next steps

Collaborate with lead advisors to prepare and update holistic financial plans and investment recommendations

Conduct scenario modeling and cash flow projections using eMoney

Support planning for key life transitions including divorce settlements, inheritance planning, career changes, and retirement

Maintain accurate and timely client data in CRM and financial planning systems (e.g., eMoney, RedTail, Vanilla, etc.)

Champion a culture of mentorship and client empowerment, particularly for women in transformative life stages

Contribute to firm-wide initiatives, client education, and community engagement efforts focused on women's financial literacy and independence

Qualification

Financial planningEMoneyCFP® designationOrganizational aptitudeInterpersonal skillsCFA designationCPA designationRedTailFidelitySchwabBlackDiamondCommunication skills