Wealth Advisor with Mentorship
Job Description
If you are someone who has excelled in Wealth Management, we want to talk to you! At SageSpring, we are committed to helping you reach new heights in both your personal and professional life.
Whether you've thrived as a financial advisor, or supported a greater wealth management team, you can bring your skills to Brandon Haumschilt's team, (office located in Franklin, TN) and take your career to the next level. Brandon is seeking individuals who genuinely enjoy connecting with people and assisting them in achieving their financial goals.
While a successful financial services background is important, we prioritize finding a cultural fit. We are looking for individuals who resonate with our core values of putting clients first, honesty, teaching instead of selling, earning trust , not allowing emotions to cloud judgement, making time for community , developing students and leaders , never accepting shortcuts and communicating with clarity and purpose.
Here are some key highlights of being part of Brandon Haumschilt's team:
**About SageSpring Wealth Partners:
** 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.
Our unique culture of caring people sets us apart. We earned the coveted title of Nashville Business Journals #1 mid-sized business culture in 2021, and we're honored to be a four-time recipient of The Tennessean's "Top Workplace" award.
"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
**About Brandon Haumschilt, Executive Vice President:
** Brandon earned a bachelors degree with a specialization in finance and marketing from Samford University. Brandon Haumschilt started his career as a wealth manager at the age of 24. Over the next thirteen years, he built a $115,207,000 investment portfolio and became ranked in the top 7% of wealth managers for production nationwide. This all happened while segmenting over half of his client households to other Advisors he mentored over the years. The last four years, Brandon has been awarded the Executive Council of Raymond James which is given to the top Advisors for service, as well as year over year growth. Brandon believes that by growing his team it will lead to him making a bigger impact on the lives of his clients, internal team and community.
Brandon is a multifaceted individual with a rich tapestry of interests and experiences beyond his professional life. When he's not immersed in work, he channels his creativity as the head of a record label and often organizes after parties for bands. His passion for music extends to creating his own electronic tracks, with a particular affinity for Organic House. Brandon values friendships deeply and is on a personal discovery journey immersed in reflection and personal development.
To learn more about this opportunity, visit us at https://sagespring.com
Requirements:
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.
Flexible work from home options available.