Hiring: Team Financial Advisor Company: SageSpring Wealth Partners Location: Franklin, TN Job Posted Time: 2026-09-11 14:35:26 Target Skills & Keywords : Microsoft Excel, Series 7 About the job Experience: •5-7 years of prior industry experience as a Financial Planner or Advisor •7 years of prior industry experience as a Financial Planner or Advisor Required Skills: •Interacts daily on the phone and in person with prospective and existing clients including handling advanced inquiries and accepting orders. •Researches client and security information through the back office system. •Processes and follows up on client documentation for proper maintenance of accounts. •Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients. •Creates and maintains records and files. •Ensures required client paperwork is current with firm and industry requirements, rules and regulations. •Maintains databases and creates reports using portfolio software programs. •Assists Lead Financial Advisor with marketing and business development efforts. Qualifications: •Bachelor's Degree in Finance or related field •Series 7, Series 65/66 registered and one or more other professional industry designations •Extensive analytical and problem solving ability •Knowledge of investment concepts, practices, products, financial markets and procedures used in the securities industry. •Knowledge of industry regulations provided by SEC, FINRA, and related broker/dealer •General office practices, procedures, and methods •MS Excel, Word, Outlook, and Power Point proficiency Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!