What are the responsibilities and job description for the Associate Financial Planner position at Seven Springs Wealth Group?
About Us Seven Springs Wealth Group, LLC is a values-driven financial planning and wealth management firm based in Brentwood, TN. We serve clients across the country through long-term, collaborative relationships grounded in empathy, education, and personalized financial guidance.
About the Role We are seeking an Associate Financial Planner to join our growing and talented team. The ideal candidate enjoys a dynamic environment and is focused on building a sustainable career through superior client service, earning referrals, and community engagement. The planner should also be comfortable integrating technology into their practice. Acceptable applicants include those who have completed rigorous advisory training programs, equipping them with the technical expertise to support a lead advisor. Such roles include existing paraplanner or support advisor roles.
Key Responsibilities:
- Participate in client meetings, provide follow-up support, and help translate complex financial concepts into clear, 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
- 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 across diverse client backgrounds and life stages
- Contribute to firm-wide initiatives, client education programs, and community engagement efforts that promote financial literacy and long-term financial confidence
Qualifications:
- Bachelor’s degree from accredited college or university
- Minimum 3 years financial planning experience
- Candidates should be detail oriented, with excellent written and verbal communication skills and high integrity
- CFP®, CFA, or CPA preferred (or substantial progress toward attainment)
- Experience with eMoney, RedTail, Fidelity, Schwab, and BlackDiamond is a plus
Benefits & Compensation:
- Competitive base salary
- Firm profitability bonus individual business development bonuses
- 401(k) with generous match and profit sharing
- Company Cafeteria Plan toward a comprehensive benefits package including:
- Medical, dental, vision
- Life insurance
- Short-term and long-term disability
- Identity theft protection and pet insurance
- Paid holidays, PTO, and weekly work-from-home availability
Our Commitment to Inclusion:
Seven Springs Wealth Group is proud to be an equal opportunity employer. We are committed to creating a diverse and inclusive environment where all team members feel seen, supported, and empowered. We encourage applicants from all backgrounds to apply.
