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Form of workJob Description
The Role - Team Financial Advisor:
As a SageSpring Wealth Advisor you will support Steve Lange and his team in delivering genuine, ethical, and progressive financial solutions to our valued clients, while fostering long-term relationships built on trust and excellence. You'll dive into comprehensive research and analysis, leveraging cutting-edge planning software and various tools to create tailored financial plans that align with each client's distinct needs and aspirations.
About SageSpring:
SageSpring Wealth Partners is a distinguished name in the wealth advisory industry, honored as one of Forbes' Best-In-State Wealth Advisors. Our mission is to revolutionize financial planning and empower our advisors to make a real difference in the lives of our clients. With our central location in the thriving community of Brentwood, TN, our Advisors have endless opportunities to thrive.
Introducing Greater Nashville's Compassionate Financial Leader, Steve Lange:
Steve is the dedicated Managing Partner and Senior Vice President at the SageSpring Brentwood Office, located just South of Downtown Nashville. With a rich passion for mentorship and a wealth of experience, Steve is committed to fostering a team-focused approach with his Financial Advisors.
Beyond work, Steve finds joy in family life as a devoted husband to Amanda and a loving father to two daughters. He actively leads a small group at his church and spends time playing an essential role in its operations. An avid sports enthusiast and fitness aficionado, Steve dedicates five days a week to his CrossFit training. Faith and family are at the core of his values.
About Our Community:
Brentwood, TN is a vibrant community known for its picturesque landscapes, thriving local businesses, and family-friendly atmosphere. With its rich history and strong ties to the region's economic and cultural landscape, Brentwood offers a welcoming environment for residents and businesses alike. The town's strategic location, coupled with its well-established infrastructure and robust financial sector, makes it an ideal hub for professionals seeking growth opportunities in the realm of Financial Advisory services.
What We Offer:
We value your well-being and offer a competitive salary, complimented by a comprehensive benefits package, including Health Insurance, Dental, Vision, Life Insurance, and more. You'll have access to cutting-edge technology and tools to deliver the best solutions to our clients. Our unique culture fosters a welcoming environment where Mondays are usually the highlight of the wee!. Our leaders are mentors who inspire and offer unwavering support. With our comprehensive training and mentorship programs, you'll find the guidance you need to excel in your career, while forging lasting connections within our team and experiencing the satisfaction of making a difference in the community.
Our Core Values:
"After discovering my passion for the financial planning profession, the next task was figuring out where to work. This decision was no easy task as there are a plethora of paths to take in building a financial services practice. One reason I chose SageSpring was that the people I spoke with were clearly committed to those that were already here. I didnt feel recruited and they took time to truly understand me to determine if Id be a good fit for the company while I did the same. It was a place I knew I would be able to receive the support necessary to build a practice without being obligated to call on friends and family and push products. It seemed clear that this was an organization dedicated to doing what is right for clients and removing obstacles for advisors to expedite the growth curve." - Jeff, 7 Years as a SageSpring Wealth Advisor
If you share our core values and possess a Bachelor's Degree in Finance or a related field, along with 1-3 years of industry experience as a Wealth Advisor, we welcome your application. To be considered you must have professional industry designations include Series 7, Series 65/66, and at least one other designation.
Join us and embark on an enriching journey! Apply now and become a part of our dynamic team, located in beautiful Brentwood, TN. To learn more about SageSpring, please visit our website: https://sagespring.com.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth Partnersaffirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.
SageSpring is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
As a SageSpring Wealth Advisor you will support Steve Lange and his team in delivering genuine, ethical, and progressive financial solutions to our valued clients, while fostering long-term relationships built on trust and excellence. You'll dive into comprehensive research and analysis, leveraging cutting-edge planning software and various tools to create tailored financial plans that align with each client's distinct needs and aspirations.
About SageSpring:
SageSpring Wealth Partners is a distinguished name in the wealth advisory industry, honored as one of Forbes' Best-In-State Wealth Advisors. Our mission is to revolutionize financial planning and empower our advisors to make a real difference in the lives of our clients. With our central location in the thriving community of Brentwood, TN, our Advisors have endless opportunities to thrive.
Introducing Greater Nashville's Compassionate Financial Leader, Steve Lange:
Steve is the dedicated Managing Partner and Senior Vice President at the SageSpring Brentwood Office, located just South of Downtown Nashville. With a rich passion for mentorship and a wealth of experience, Steve is committed to fostering a team-focused approach with his Financial Advisors.
Beyond work, Steve finds joy in family life as a devoted husband to Amanda and a loving father to two daughters. He actively leads a small group at his church and spends time playing an essential role in its operations. An avid sports enthusiast and fitness aficionado, Steve dedicates five days a week to his CrossFit training. Faith and family are at the core of his values.
About Our Community:
Brentwood, TN is a vibrant community known for its picturesque landscapes, thriving local businesses, and family-friendly atmosphere. With its rich history and strong ties to the region's economic and cultural landscape, Brentwood offers a welcoming environment for residents and businesses alike. The town's strategic location, coupled with its well-established infrastructure and robust financial sector, makes it an ideal hub for professionals seeking growth opportunities in the realm of Financial Advisory services.
What We Offer:
We value your well-being and offer a competitive salary, complimented by a comprehensive benefits package, including Health Insurance, Dental, Vision, Life Insurance, and more. You'll have access to cutting-edge technology and tools to deliver the best solutions to our clients. Our unique culture fosters a welcoming environment where Mondays are usually the highlight of the wee!. Our leaders are mentors who inspire and offer unwavering support. With our comprehensive training and mentorship programs, you'll find the guidance you need to excel in your career, while forging lasting connections within our team and experiencing the satisfaction of making a difference in the community.
Our Core Values:
- Always Put Our Clients' Best Interest First
- Be Honest
- Teaching Instead of Selling
- Earn Trust, Don't Expect It
- Don't Let Emotions Cloud Judgement
- Make Time for Community
- Develop Students and Leaders
- Never Accept Shortcuts
- Communicate with Clarity and Purpose
"After discovering my passion for the financial planning profession, the next task was figuring out where to work. This decision was no easy task as there are a plethora of paths to take in building a financial services practice. One reason I chose SageSpring was that the people I spoke with were clearly committed to those that were already here. I didnt feel recruited and they took time to truly understand me to determine if Id be a good fit for the company while I did the same. It was a place I knew I would be able to receive the support necessary to build a practice without being obligated to call on friends and family and push products. It seemed clear that this was an organization dedicated to doing what is right for clients and removing obstacles for advisors to expedite the growth curve." - Jeff, 7 Years as a SageSpring Wealth Advisor
If you share our core values and possess a Bachelor's Degree in Finance or a related field, along with 1-3 years of industry experience as a Wealth Advisor, we welcome your application. To be considered you must have professional industry designations include Series 7, Series 65/66, and at least one other designation.
Join us and embark on an enriching journey! Apply now and become a part of our dynamic team, located in beautiful Brentwood, TN. To learn more about SageSpring, please visit our website: https://sagespring.com.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth Partnersaffirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.
SageSpring is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
- Please submit your application through this site. Please DO NOT call or drop by to share your resume.
- No recruiter inquiries will be accepted.
Flexible work from home options available.
