About this role
Team Sales Advisor at SageSpring Wealth Partners. Location: Franklin, Tennessee, United States. Role: sourcing clients, building relationships, developing plans Requirements: Bachelor's degree, 2+ years sales experience (2-5 preferred), Series 65/7/66 preferred or ability to be licensed in 30 days; CFA/CPA/CFP preferred; experience with high-net-worth clients and planning platforms; MS Office proficiency. Category: Sales Seniority: Entry Level Tools: Fidelity, Schwab, Black Diamond, Wealthscape, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Certifications: series 65, series 7, series 66, cfa, cpa, cfp Commitment: Full Time Workplace: Hybrid Languages: English