About the Role
This is a Wealth Advisor seat on the firm’s flagship team, working directly alongside the CEO.
The majority of this role — roughly 75% to 90% of the work — is comprehensive wealth advisory: financial planning, client meetings, preparation and follow-through, and the ongoing service that sustains long-term relationships with sophisticated families. The remainder, approximately 10% to 25%, is a specialized analytical mandate supporting one of the firm’s most significant client relationships. Apply for this role.
The Wealth Associate partners closely with Wealth Advisors to help deliver comprehensive wealth management services while building the technical expertise, confidence, and relationship management skills necessary to become a future Wealth Advisor. Working alongside Wealth Advisors and Client Service Managers, the Wealth Associate transforms planning strategies into thoughtful client recommendations, actively participates in client relationships, and plays an integral role in delivering the thoughtful advice and personalized experience that define Seven Springs Wealth Group. Apply for this role.
We are seeking a mission-aligned Financial Planner to support our growing advisory practice, with a special focus on serving our Women in Transformation clientele. This role is ideal for someone who thrives in a dynamic, service-oriented environment and is looking to build a long-term career in financial planning. You will work closely with lead advisors to deliver thoughtful, technically sound, and emotionally intelligent planning support tailored to each client's unique journey. Apply for this role.
The Client Service Manager serves as the operational expert of the Diamond Team, partnering closely with Wealth Advisors and Wealth Associates to ensure every recommendation is implemented accurately, efficiently, and with exceptional attention to detail. Through technical expertise, proactive communication, and genuine care for clients, the Client Service Manager helps create the white-glove service experience that defines Seven Springs Wealth Group. Apply for this role.
Our team is seeking a Business Development Officer to join our growing and talented team. The BDO will be responsible for firm-wide business development, including acquisition of new clients, development of referral networks, and creating and maintaining the marketing and branding of the firm. The BDO is comfortable making strategic decisions about the target client and market niche. The BDO’s primary responsibility is bringing new business to the firm and transitioning it to a planner for service and advice. Apply for this role.
Our Financial Planning Residency is a 3-year program offering salaried positions for candidates to learn how to provide comprehensive financial advice while earning their CFP® designation.
