Financial Reporting 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 a data-driven individual with a high attention to detail, who can then use that data to solve problems and help implement solutions. This position is responsible for onboarding clients, solving day-to-day data problems, data entry, and running and maintaining client reports. This position directly interacts with software vendors to solve issues, so effective communication is a must-have. This position provides an excellent opportunity to learn and grow in the data analysis and financial space, while adding tremendous, meaningful value to the team and our clients.

Qualifications: Preferable experience in Accounting/Finance or other back-office positions in which data management was a prime focus. Must have strong computer and Excel skills, a drive to learn, and the ability to work independently with a high degree of accountability.

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?

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