Financial Planning Associate | Franklin, TN

We help people fast-track their freedom and live more fulfilling lives.

Ready to roll up your sleeves and join an energetic team, passionate about what they do? Welcome to Abound Wealth Management: we provide hands-on wealth management that simplifies the complex so we can bring peace to financial planning and prepare people for a brighter, more secure future.

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. CFP® candidate or actively pursuing CFP® certification. Ability to work efficiently, independently, and accurately. Must be a team player with high integrity, and strong written and verbal communication skills.

Why Abound Wealth?

Culture: We’re all about being humble, hungry to try new things and succeed, and people smart. If you check those boxes, there’s no doubt you’ll thrive here. You’ll fit right in with a group of people who enjoy each others’ company, love seeing the impact of what we do, and find ourselves belly-laughing every day. We respect each other and have fun together.

Benefits: We’ll set you up with employer subsidized health insurance, a competitive 401(k) match, and a generous amount of paid holidays and vacation time.

Location: Our studio is right on the square of historic (and picturesque) Downtown Franklin, TN! We’re proud to be part of this vibrant community of shops, restaurants, and businesses, just 20 minutes south of Nashville!

Mission: At the end of the day, we’re all about bringing peace to financial planning so our clients can focus on what really matters. We’re on a mission to build a more beautiful tomorrow – and that fills us with purpose each day. Are you in?