About Us: SageSpring Wealth Partners is a recognized leader in the financial advisory industry and a Forbes' Best-In-State Wealth Advisors recipient. We're committed to transforming financial planning and empowering our advisors to make a difference in the lives of our clients. Located in the heart of Brentwood, TN, we're in a thriving community teeming with opportunities for a Team Advisor to excel.

Our unique culture of caring people sets us apart. We earned the coveted title of Nashville Business Journal’s #1 mid-sized business culture in 2021, and we're honored to be a four-time recipient of The Tennessean's "Top Workplace" award.

Vision: We are redefining how to build, grow, enjoy, and transition a world-class financial planning practice.

Mission: We remove obstacles for financial advising teams and coach them to be excellent servant leaders and team builders who lead lives of significance.

Meet the Brentwood Managing Partner, Steve Lange:

Steve Lange, SVP and Partner at SageSpring Brentwood, is more than a financial expert. With decades of industry experience, Steve is a seasoned leader who is passionate about mentoring and transferring his wealth of knowledge to a Team Advisor.

Beyond the office, Steve's life is vibrant. He's a devoted husband to Amanda, and together they are parents to their two daughters. Steve's true passion is guiding and mentoring individuals. He leads a small group at his church and plays an integral role in its operations. In his personal time, Steve is a sports enthusiast and a fitness fanatic. He has been dedicated to CrossFit for over seven years, working out five times a week. Faith is an essential part of Steve's life, and he and his family lead a small group at their church.

The Role - Team Financial Advisor:

As a Team Financial Advisor with SageSpring Brentwood, you'll play a vital role in supporting Steve and his team in delivering sincere, ethical, and progressive financial solutions to our clients. Our goal is to build long-term, generational relationships based on trust and excellence.

In this role, you'll dive deep into extensive research and analysis of client data, leverage cutting-edge planning software, and utilize various tools to craft clear and concise financial plans that cater to each client's unique needs and aspirations. Your commitment to meticulous planning and your dedication to client success will be key drivers in our mission to provide exceptional financial guidance.

What Awaits You:

Exceptional Benefits: Dive into a comprehensive package that includes Health Insurance, Dental, Vision, Life Insurance, Short-Term and Long-Term Disability, and ample Paid Vacation and Holidays. Your well-being takes center stage!

Cutting-Edge Technology: Access top-tier technology and tools that empower you to deliver the best solutions to our clients.

Mondays to Remember: Picture starting your week with a smile! Join our one-of-a-kind culture where Mondays aren't a drag; they're the week's highlight!

Leadership That Inspires: Our leaders are more than just bosses; they're mentors who inspire, elevate your spirits, and provide unwavering support in every way imaginable.

Comprehensive Training and Mentorship: Benefit from our proven training programs and mentorship that help you grow, excel, and achieve your career goals.

Build Lifelong Bonds: Forge enduring connections within our team, creating partnerships that stand the test of time. It's not just work; it's a journey with friends!

Aim High, Excel Higher: Our motto, "Humble. Hungry. Smart.," isn't just a phrase; it's our way of life. We set ambitious goals, striving for nothing less than excellence.

Unleash Your Potential: Join our mission to help you unlock your full potential. Transform your career aspirations into reality with our dedicated support, educational resources, and mentorship.

Making an Impact, Feeling Amazing: Join us in making a difference! We're passionate about giving back to the community, with each office championing a charitable cause. When you contribute, you experience fulfillment!

Do You Align with 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

Position Qualifications:

Bachelor's Degree in Finance or a related field

Must have a minimum of 1-3 years of prior industry experience as a Financial Planner or Advisor

Must have a Series 7, Series 65/66 and at least one other professional industry designation

Apply now and begin your exciting journey with SageSpring Wealth Partners in beautiful Brentwood, TN!

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 Partners affirms 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.