Financial Planner - Strong Comp./Full Benefits/Career Paths/Top Workplace/RIA

Company: SageSpring Wealth Partners
Location: Belvidere
Posted on: November 26, 2022

Job Description:

Life-Changing Opportunity with the RIA in Raymond James on the Flagship Team We are the opportunity you're looking for if you want to learn from the 2nd largest RIA in Raymond James and be a part of the rated culture 2021 for mid-size employers (NBJ) on our flagship team. You'll work with truly inspiring servant-leaders/role models while doing some of the most in-depth, comprehensive, service-oriented financial planning in the industry where you'll know you're making a difference as you help follow through on the execution of each financial plan. If you're hungry, humble, smart and want to focus on serving others in a high-performance environment that's super positive, highly supportive, mission-driven, and chalked with opportunity for you, you've found your team. Your Profile/Qualifications

• You'd love to be a part of a high-performance team with great culture where you can focus on doing complex financial plans that involve the 7 key areas and see that you are making a difference by playing a key role in seeing them executed.
• You're well-versed in the 7 key areas of a comprehensive financial planning, have likely earned your CFP, and preferably have your Series 7, Series 66, and SIE.
• You may have gained your experience as a Financial Planner, Associate Financial Planner, or Paraplanner at an RIA, BD, IBD or bank.
• You like to be challenged, may currently feel stuck in an uninspiring role, and you'd love to join a high-energy team of like-minded professionals "that aren't slowing down" where you can learn more in a year than you would with most firms in several years.
• You're experienced using eMoney, MoneyGuidePro or similar financial software.
• You are Hungry, Humble, Smart. Position Overview
  • You'll learn by supporting advisors on the flagship team at the RIA in Raymond James and performing all aspects of financial planning, meeting preparation and follow-up to ensure the plan you helped develop/update is being executed.
  • We've already exceeded last year's growth in AUM so expect to be continually exposed to newly onboarded, big, complex clients that will challenge you to grow.
  • Your days will pass by quickly as you support high-level advisors in preparation for client review meetings by going deep in all 7 areas of financial planning for every client. Rewards
    • Strong Comp. Package - Solid salary, growth, and performance bonuses.
    • Excellent Benefits - Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation/Holidays and more
    • Culture - You'll work with leaders that are inspiring role models on the flagship team that fosters a very positive and supportive environment to help you grow and flourish.
    • High Performance Team - Led by servant-leaders, our motto is "Hungry. Humble. Smart."
    • Community Involvement - We're passionate about supporting our community with each office choosing a charity/cause to champion. Please apply through here. Please DO NOT call, email, or drop by to share your resume. No recruiter inquiries will be accepted.
      
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Keywords: SageSpring Wealth Partners, Huntsville , Financial Planner - Strong Comp./Full Benefits/Career Paths/Top Workplace/RIA, Accounting, Auditing , Belvidere, Alabama