About this role
Team Financial Advisor at SageSpring Wealth Partners. Location: Franklin, Tennessee, United States. Role: Interact clients, Research data, Prepare reports Requirements: Bachelor's degree in Finance or related field; 5-7 years in financial planning/advisory; Series 65/7/66 and other designations (CFP preferred); experience with high-net-worth clients. Category: Finance and Accounting Seniority: Mid Level Tools: Fidelity, Schwab, Black Diamond, Wealthscape, Excel, Word, Outlook, PowerPoint Certifications: series 65, series 7, series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English