Team Financial Advisor

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Job Summary :

The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory relationship and once obtaining leads to clients, help them achieve and exceed their financial goals. The Financial Advisor leads his or her team effort to serve clients in a sincere, ethical, and progressive way so that long term, generational relationships are built. The position will require extensive research and analysis of client data, various planning software and various other tools to provide a clear and concise financial plan. Extensive knowledge in all areas of planning is required.

Job Summary :

The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory relationship and once obtaining leads to clients, help them achieve and exceed their financial goals. The Financial Advisor leads his or her team effort to serve clients in a sincere, ethical, and progressive way so that long term, generational relationships are built. The position will require extensive research and analysis of client data, various planning software and various other tools to provide a clear and concise financial plan. Extensive knowledge in all areas of planning is required.

Job Duties & Responsibilities :

• 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 Financial Advisors with marketing efforts for seminars and compliance approval for advertising literature.
• Responsible for client meeting preparation (forms, reports, presentations, etc.)
• Supervise and train additional client services staff.
• Receives cross-training and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Minimum Requirements :

Essential Mental Functions :

Physical Demands :

About SageSpring :

This is an exciting opportunity to join a Forbes' Best-In-State Wealth Advisors recipient, and the Tennessean's Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same : to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don't miss your opportunity to work with a high performing team in a positive, energetic environment where you'll know you're truly appreciated and making a difference.

Rewards & Culture :

1 Culture – Join and grow in an award-winning culture where you'll look forward to Monday.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth Partners affirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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