What are the responsibilities and job description for the Financial Planner position at SageSpring Wealth Partners?
Financial Planner — Will Scroggins Wealth Team
SageSpring Wealth Partners | Birmingham, AL | Full-Time | In-Office
The Will Scroggins Wealth Team is hiring a detail-oriented, execution-driven Financial Planner who thrives in a fast-paced environment and enjoys working directly with clients and advisors to move financial plans forward.
This role blends technical financial planning, client interaction, and operational precision. Ideal for someone who loves problem-solving, accuracy, structure, and driving results. Candidates must either hold or be willing to pursue the Series 65 and CFP®.
What You’ll Do
Client-Facing Planning & Support
• Prepare financial plans and meeting materials
• Participate in client meetings and help translate recommendations into actionable steps
• Work directly with clients to complete tasks, paperwork, and follow-through items
Execution & Workflow Management
• Coordinate planning action items with advisors
• Track all tasks and deadlines, ensuring complete and timely follow-through
• Keep CRM (Salesforce) and planning tools accurate and up-to-date
Team Collaboration
• Support advisors in delivering an excellent client experience
• Anticipate team needs and maintain organized processes
• Operate in a structured, high-performance, detail-focused environment
Who You Are
• Detail-oriented, precise, and highly organized
• Strong in execution and follow-through
• Confident and professional when working directly with clients
• Tech-savvy and comfortable learning systems and planning tools
• Independent, reliable, and comfortable in a fast-paced setting
• Growth-minded and willing to pursue Series 65 and CFP®
Qualifications
• 1–3 years of experience in financial planning, operations, or client service (preferred but not required)
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Experience with Salesforce or financial planning software is a plus
• Bachelor’s degree preferred
Compensation & Benefits
• Competitive salary
• Professional development support (Series 65, CFP®)
• Opportunity to work within a successful and growing wealth management team
• Supportive team environment with clear processes and high expectations
How to Apply
Please submit your resume to:
Nathan.Dendy@sagespring.com