The Abound Wealth family is growing! We are looking for team members that have always known they were different. Those who are naturally good with money, and whose skillset has led them to the wonderful world of finance.
Below are current opportunities:
Financial Advisor (Abound Wealth Management) | Franklin, TN
We are looking for high caliber planners to develop into lead advisors. Our firm, Abound Wealth, is growing from The Money Guy Show, and we are looking to grow our family with world-class financial planners. We have a proven career path (no sales expectations) waiting for you that will not only be fulfilling on a day-to-day basis but also create abundance and opportunities for your family. As a result, we are seeking a Financial Planning Associate to help support our rapid growth (more than 30% annually).
Opportunity to come learn our system and become a lead advisor. Our firm is unique in that we have an abundance of in-bound prospects and new clients through our national media presence. We need the right team members to help us build and maintain excellent relationships, assist in preparing for client meetings and follow-up activities, gather data to create new and update existing financial plans and planning recommendations, use planning software to create financial plans and retirement projections, create and implement investment recommendations, and actively participate in client meetings with a view towards moving into a primary advisor role.
Discover more about the qualifications and perks of this job here.
To apply for this position, send your resumé and cover letter to Jesse Lineberry,CFP® from New Planner Recruiting at [email protected] with the subject line “Abound Wealth Financial Planning Advisor.”
Financial Planning Associate (Abound Wealth Management) | Franklin, TN
We are looking for high caliber planners to develop into lead advisors. Our firm, Abound Wealth, is growing from The Money Guy Show, and we are looking to grow our family with world-class financial planners. We have a proven career path (no sales expectations) waiting for you that will not only be fulfilling on a day-to-day basis but also create abundance and opportunities for your family. As a result, we are seeking a Financial Planning Associate to help support our rapid growth (more than 30% annually).
We believe in providing early opportunities for new associates to interact with clients. No more hiding you in the back for 2-3 years of admin work before you get to interact with clients! Assist lead advisors with all aspects of client meeting prep and follow-up. Maintain client records in CRM. Assist with trading and rebalancing of client investment accounts. Interact with clients over the phone and in-person. Work with lead advisors to assist in the preparation of financial plans and recommendations. Conduct research in response to client questions and requests.
Discover more about the qualifications and perks of this job here.
To apply for this position, send your resumé and cover letter to Jayla Blakemore from New Planner Recruiting at [email protected] with the subject line “Abound Wealth Financial Planning Associate.”
