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Form of workFINANCIAL ADVISOR TRAINEE-Top Employer/Great Benefits
One-of-a-Kind Mentorship opportunity with a Forbes’ Best-In-State wealth advisors recipient and a Top Workplace for the last four consecutive years.
At SageSpring Wealth Partners, we build our relationships through trust and the heart of a teacher. Our Mentorship Training Program is a two-year commitment in which the Financial Advisor Trainee will work under a senior level Financial Advisor to learn all aspects of the business including administrative, planning, practice management, prospecting and sales skills that are key success factors in the Financial Services Industry. Reporting to the Senior Level Advisor, the Financial Advisor Trainee works with integrity and confidentiality and provides excellent customer service to team members while demonstrating the company values and supporting the mission. Qualified candidates will be humble, servant-minded individuals that thrive in a team environment.
KEY SKILLS
Financial Advisor Trainee will learn and develop the following competencies:
- Administrative skills – How to open accounts, facilitate paperwork, reporting, etc.
- Practice management skills – Completing meeting prep & follow up, as well as service items
- Business skills – Understand how production works, how to grow a practice
- Sales skills – Intro, close, how to answer common objections and get referrals
- Phone skills – Conducting cold/warm calls, reminder/event calls, and services calls
- Prospecting/marketing skills – Tracking leads, pipelines, COIs, gifts, events, content
- Financial planning skills – GPM, agendas, outlines, notes, tax strategies, etc.
- Develop meeting skills through shadowing, observing, co-running, and solo meetings
- Expectation that solo meetings often do not start until around the 6–12-month mark, and mentee should graduate with at least 60 solo meetings complete.
QUALIFICATIONS
- Bachelor's Degree in Finance or related field
- Knowledge of investment concepts, practices, products, financial markets and the securities industry.
- Experience in related technology, software planning tools and presentations.
- Proficient in MS Office Suite
- SIE required, Series 7 and 66 preferred or must complete within the first 3 months of employment
- Preferred CFP® designation earned within 2 years of employment
Rewards
- Great Benefits – Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
- Top Workplace – Join the vibrant workplace culture of one of Nashville's premier mid-sized employers, as recognized by The Tennessean* for the last four years.
- Inspiring Leadership – Our leadership truly embodies the definition of servant leaders that inspires a work environment in which our teams can flourish that’s energetic, positive, fun, and highly supportive.
- Team Engagement – You will build some genuinely special relationships and bonds throughout our team and partners.
- High Performance - Our motto is “Humble. Hungry. Smart.” and that’s truly exemplified from the top down.
- Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
- Community Involvement – We’re passionate about supporting our community with each office choosing a charity/cause to champion.
About Us
Recognized as a Top Workplace by the Tennessean* for the last four consecutive years, SageSpring Wealth Partners operates as a family. With more than 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future. Through our broker-dealer Raymond James, we have the support of a large company, while offering clients the intimate service of a small firm.
Job Type: Full-time/On-Site
Work Location: Brentwood, TN
Schedule: Monday through Friday, Days
*Tennessean Top Workplaces Award (2023)
More than 2,000 companies participated and 117 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 35 employees in Middle Tennessee.
Employers could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. This ranking is based upon the period from 01/01/2022 to 12/31/2022, and was published 6/25/2023. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean is affiliated with Raymond James.
