Company Description
SageSpring Wealth Partners is a firm dedicated to improving clients' lives through comprehensive financial planning. With over 170 employees, we have offices across the country in locations such as Brentwood, TN and Nashville, TN.
Our core values revolve around putting clients first, honesty, and continuous learning to provide the best financial guidance.
Role Description
This is a full-time on-site role for an Associate Financial Planner at SageSpring Wealth Partners in Brentwood, TN. The Associate Financial Planner will be responsible for preparing personalized financial plans.
Certified Financial Planner (CFP) certification is preferred.
Qualifications
- Financial Planning and Personal Financial Planning skills
- Experience in Finance and Retirement Planning
- Certified Financial Planner (CFP) certification or in progress
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
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