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.
Qualifications: Bachelor’s degree in financial planning or related field from an accredited university. Minimum 3 years of financial planning experience. Certified Financial PlannerTM or CFP® candidate. Technical financial planning knowledge, advanced critical thinking, and personally being good with your own money is important. Must be detail oriented and ambitious with high integrity and above average written and verbal communication skills. Basic level of understanding of portfolio construction and traditional investment vehicles.
Perks: We were founded on the cornerstones of family and stewardship. These beliefs not only extend to our clients, but also to our team. We work in historic downtown Franklin, TN with a spectacular quality of life only 20 minutes from Music City. Base salary with bonus structure. Generous retirement plan contribution (6-8% annual, non-elective employer contribution). Employer subsidized group health insurance. Paid holidays and vacation. Mentoring from firm partners. Young team with well supported growth opportunities. No business development requirements.
To apply for this position, send your resumé and cover letter to careers@aboundwealth.com 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 you and 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.
Qualifications: Bachelor’s degree in financial planning or related field from an accredited university. 1-3 years of financial planning experience. CFP® candidate or pursuing CFP® certification, preferred. Ability to work efficiently, independently, and accurately. Must be a team player with high integrity, and strong written and verbal communication skills.
Perks: We were founded on the cornerstones of family and stewardship. These beliefs not only extend to our clients, but also to our team. Work in historic downtown Franklin, TN with a spectacular quality of life only 20 minutes from Music City. Base salary with bonus structure. Generous retirement plan contribution (6-8% annual, non-elective employer contribution). Employer subsidized group health insurance. Paid holidays and vacation. Mentoring from firm partners. Young team with well supported growth opportunities. No business development requirements.
To apply for this position, send your resumé and cover letter to careers@aboundwealth.com with the subject line “Abound Wealth Financial Planning Associate.”
Portfolio Reporting Associate (Abound Wealth Management) | Franklin, TN
Now is an exciting time to work at Abound Wealth Management. We’re rapidly growing due to The Money Guy Show and are looking to expand our family with a high-caliber Portfolio Reporting Associate. This important member of our team will assist our financial advisors as they serve our clients. Responsibilities will include maintaining the accuracy and integrity of client accounts in our portfolio reporting and management software, coordinating our integral quarterly reporting process, and working on special projects.
A successful candidate will have a solid understanding of finance and accounting, be detail-oriented, a willing learner, and able to comfortably converse with clients by phone or email on a regular basis. We pride ourselves in serving our clients with continued excellence, so the process of keeping client financial data accurate and reconciled between outside custodians and internal software is significant to maintaining that excellence. A strong working knowledge of Excel software is a must, along with the ability to work efficiently, independently, and accurately.
Day to day work may include:
Entering and/or correcting transactions in accounting software
Setting up new client accounts in portfolio reporting software
Running client reports in portfolio reporting software
Maintaining existing client accounts portfolio reporting software
Working with aggregation software to bring client data into our systems and maintaining such data
Working with other team members to download and reconcile client accounts at outside custodians to portfolio reporting software
Perks: Perks: Abound Wealth Management was founded on the cornerstones of family and stewardship. These beliefs not only extend to our clients but also to our team. Work in historic downtown Franklin, TN with a spectacular quality of life only 20 minutes from Music City. Generous retirement plan contribution (6-8% annual, non-elective employer contribution). Employer subsidized group health insurance. Paid holidays and vacation.
To apply for this position, send your resumé and cover letter to careers@aboundwealth.com with the subject line “Portfolio Reporting Associate.”
