What are the responsibilities and job description for the Financial Planner – Women in Transformation Focus 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. Our team is passionate about empowering individuals and families—particularly women navigating major life transitions such as divorce, widowhood, or career reinvention—with clarity and confidence.
About the Role We are seeking a mission-aligned Financial Planner to support our growing advisory practice, with a special focus on serving our Women in Transformation clientele. This role is ideal for someone who thrives in a dynamic, service-oriented environment and is looking to build a long-term career in financial planning. You will work closely with lead advisors to deliver thoughtful, technically sound, and emotionally intelligent planning support tailored to each client's unique journey.
Key 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
Who You Are:
- A driven, empathetic, and detail-oriented professional who believes in the power of financial planning to create meaningful life change
- Passionate about supporting and mentoring women through transitions
- Excited to grow your skills under the guidance of a female-led advisory team within the firm and grow our client base
Qualifications:
- Bachelor’s degree from an accredited college or university
- Minimum of 5 years of experience in financial planning, ideally in a paraplanner or associate advisor capacity
- Strong interpersonal and communication skills
- High integrity, reliability, and organizational aptitude
- CFP®, CFA, or CPA designation preferred
- 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—especially those with a passion for championing women in transition.
