Jobs · Customer Service · Tennessee

Client Services Associate

SageSpring Wealth Partners · Brentwood, TN · 1 wk ago
On-siteCustomer ServiceFull-time

Who We Are

Recognized as a Top Workplace for the last three consecutive years, SageSpring Wealth Partners operates as a family. With over 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future.

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.

Niche

We coach humble, hungry, and smart entrepreneurs through the entire lifecycle of their financial planning businesses.

Great Benefits

  • Health Insurance
  • Dental
  • Vision
  • 401K
  • Life Insurance
  • Short-Term and Long-Term Disability
  • Paid Vacation and Holidays

#1 Culture

Join and grow in the #1 rated culture for mid-sized employers in Nashville (NBJ 2021) where you’ll actually look forward to Monday.

Inspiring Leadership

Our leadership embodies the definition of servant leaders and inspires an energetic, positive, fun, and highly supportive work environment in which our teams can flourish.

Team Engagement

You will build some genuinely special relationships and bonds with our team and partners.

High Performance

Our motto is “Humble. Hungry. Smart.” and that’s exemplified from the top down.

Continuing Education

Let us help you transform your career goals and educational accomplishments into opportunities and successes.

Community Involvement

We’re passionate about supporting our community. Each office chooses a charity or cause to champion.

Career Opportunities

Don’t see an open position that’s right for you? Email your resume to [email protected]

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