OneDigital · 2 days ago
Wealth Advisor
Cool Springs, TN
Full-time
Onsite
Entry, Mid Level
2+ years expOneDigital is a financial services company that offers employer-based benefits and personalized financial planning. They are seeking a Wealth Advisor to evaluate clients' financial needs and provide tailored advice, while also supporting business development efforts and cultivating client relationships.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Build trust with clients by understanding their financial needs, goals, and risk tolerance
Develop and present customized financial plans, collaborating with internal teams as needed
Deliver an exceptional client experience through ongoing communication and service
Meet with clients regularly to review progress and ensure investment alignment with evolving needs
Advise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning
Serve as a resource for clients with complex financial planning needs and retirement plan considerations
Stay informed on best investment solutions to present to clients
Develop leads through various channels including: utilizing OneDigital’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals
Convert leads into wealth management clients by effectively advancing them through the sales pipeline
Collaborate with the service team on client onboarding and ongoing service activities
Support business development efforts through events, campaigns, and prospect meetings
Document client interactions and lead generation activities using the CRM system
Generate revenue through successful sales activities
Qualification
Required
Proven track record of exceeding sales goals
Strong understanding of financial planning principles, investment strategies, and relevant regulations
Excellent communication, presentation, and interpersonal skills
Ability to work and make decisions independently
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Demonstrated discipline maintaining sales pipeline and client information in a CRM
Proven success with multi-tasking and managing priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
Regular and predictable attendance is required
Business travel up to 25%
Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire
2+ years of financial advisory experience required
Preferred
Salesforce preferred
Experience with financial planning software, MoneyGuidePro preferred
Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales
2 – 5 years of industry related sales experience preferred
Benefits
Health
Wellbeing
Retirement
Other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase