About this role
Wealth Advisor at Seven Springs Wealth Group, LLC. Location: Brentwood, Tennessee, United States. Role: advise clients, coordinate investments, build models Requirements: 7-20 years in wealth management or related finance; CPA/CFA/CFP preferred; experience serving business owners and executives; strong financial modeling; team collaboration; Nashville/Southeast experience preferred; interest in agricultural/outdoor industries. Category: Finance and Accounting Seniority: Senior Level Tools: Financial Modeling Certifications: cpa, cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English