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SageSpring Wealth Partners

Operations Coordinator

Bachelor’s degree or 4+ years of admin experience; strong organization, communication; proficient in MS Office and Excel; on-site in Omaha, NE; ability to multitask and maintain confidentiality.

Financial Advisor Apprentice

Bachelor's Degree in Finance or related field; Series 65 within 3 months; CFP designation preferred within 2 years.

Head of Sales

7+ years sales leadership in financial services; experience coaching advisors; CFP or relevant designation preferred; bachelor’s degree.

Team Financial Advisor

Bachelor's degree in Finance or related field; 5-7 years in financial planning/advisory; Series 65/7/66 and other designations (CFP preferred); experience with high-net-worth clients.

Director of Marketing

5+ years in marketing/brand leadership; influence without direct authority; strong written communication; organized; able to work with senior professionals

Investment Strategist

5+ years in wealth management or investment analysis; expertise in alternatives and private markets; strong communication; CFA/CIMA/CAIA/CFP preferred; proficient with Excel and advisory platforms.

Director of Client Services

Bachelor’s degree preferred; 5+ years leadership in wealth management or financial services; strong people management and process improvement; client service and operations expertise.

Client Services Associate

Bachelor's degree or 2 years of administrative experience; proficient in Microsoft Office and video conferencing; strong communication and organizational skills.

Financial Planning Professional

Bachelor's in Finance; 5 years in sales/support; Series 7/65/66 and CFP designation.

Bachelor’s degree or 4+ years of admin experience; strong organization, detail orientation, problem-solving, and communication; proficient in MS Office and Excel; able to work on-site in Franklin, TN.

Compliance Associate

Bachelor’s degree or equivalent; 2+ years in compliance or regulatory role preferred; strong MS Office/Excel; detail-oriented and able to multi-task; on-site in Franklin, TN

Assist Financial Advisor with administrative tasks; manage client inquiries, meetings, records, and reports.

Associates degree or 2+ years of administrative experience; proficient in Microsoft Office and video conferencing; strong communication and multitasking; detail-oriented and professional; able to work independently and with a team.

Bachelor's in Finance or related field; 5 years in sales/support; Series 7, 65/66 and CFP designation.