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Financial Planner - Strong Comp./Career Paths/ Nashville Relo Req'd

Company: SageSpring Wealth Partners
Location: Stamford
Posted on: November 26, 2022

Job Description:

*** Note: Relocating to the Nashville area is required. Nashville is the most popular relocation destination in the country because of its great livability, climate, #1 for business growth, beautiful scenery, vibrant nightlife for singles and very healthy place to raise a family with some of the nicest people you'll ever meet. It truly has the "It Factor" for singles and families too!
Life-Changing Opportunity with the #2 RIA in Raymond James on the Flagship Team---
We are the opportunity you're looking for if you want to learn from the 2nd largest RIA in Raymond James, the #1 rated culture 2021 in Nashville for mid-size employers (NBJ), on our flagship team located in Cool Springs. You'll experience truly inspiring servant-leaders/role models with opportunities few experience while doing some of the most in-depth, comprehensive, service-oriented financial planning in the industry where you'll change your career trajectory while highly impacting the families you serve. If you're hungry, humble, smart and want to focus on serving others instead of selling and do so in a high-performance environment that's super positive, highly supportive, mission-driven, and chalked with opportunity for you, you've found your team.
Your Profile/Qualifications


  • You're early in your career and have demonstrated a commitment to knowing the fundamentals of financial planning by making some sacrifices to complete your CFP or close to doing so. Series 7, Series 66, and SIE license preferred.
  • You may have gained your experience as an Associate Wealth Advisor or Financial Planner at an RIA, BD, IBD or bank.
  • You want to be challenged, may currently feel stuck in an uninspiring support role, and you'd love to join a high-energy team of like-minded professionals "that aren't slowing down" where you can learn more in a year than you would with most firms in several years.
  • You may have been told you're an "old soul", and you have an uncommon work ethic that's focused on serving others.
  • You're well-versed in eMoney, MoneyGuidePro or similar financial software.
  • You are Hungry, Humble, Smart.

    Financial Planner Overview

    • You'll learn by supporting advisors on the flagship team at the #2 RIA in Raymond James by performing all aspects of financial planning, meeting preparation and follow-up to ensure the plan you helped develop/update is being executed.
    • We've already exceeded last year's growth in AUM so expect to be continually exposed to newly onboarded, big, complex clients that will challenge you to grow.
    • Your days will pass by quickly as you support high-level advisors in preparation for client review meetings by going deep in all 7 areas of financial planning for every client.

      Financial Planner Rewards

      • Strong Comp. Package/3 Career Tracks - Solid salary, performance bonuses and 3 career path options.
      • Unique Development Model - We have a significantly different model and approach to growing your career than most of the industry which has led us to be the #2 RIA in Raymond James with advisors who outperform the industry by a wide margin.
      • Excellent Benefits - Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation/Holidays and more---
      • #1 Culture - You'll work with leaders that are inspiring role models on the flagship team that fosters a very positive and supportive environment to help you grow and flourish.
      • High Performance Team - Led by servant-leaders, our motto is "Hungry. Humble. Smart."
      • Community Involvement - We're passionate about supporting our community with each office choosing a charity/cause to champion.

        *Please apply through here. Please DO NOT call, email, or drop by to share your resume.
        *No recruiter inquiries will be accepted.PI197005065

Keywords: SageSpring Wealth Partners, Stamford , Financial Planner - Strong Comp./Career Paths/ Nashville Relo Req'd, Accounting, Auditing , Stamford, Connecticut

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