CFP Wealth Planner — Planning-First, Lead-Gen Support
$400kGarry Executive Search
A leading recruitment firm is seeking a Wealth Advisor (CFP®) to join an innovative Registered Investment Advisor in Franklin, TN. This role emphasizes delivering tailored financial planning without the burden of prospecting, supported by dedicated marketing and investment teams. Ideal candidates will have 3+ years of relevant experience, a strong ability to convert leads, and enjoy a collaborative culture. This position offers competitive compensation that can exceed $400K as the client base grows. #J-18808-Ljbffr Garry Executive Search
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the CFP Wealth Planner — Planning-First, Lead-Gen Support in Franklin, TN vacancy
- A progressive financial consulting firm in Franklin, TN, is seeking an Accountant / Tax & Financial Planning Specialist. This role is essential for developing strategies for clients and requires a CPA or EA designation. The ideal candidate will have over 2 years of tax...Suggested
- ...investment expert across the firm, supporting advisor teams. This role... ...aligned with SageSpring’s planning‑first approach. Support investment... ...Requirements 5+ years of experience in wealth management, investment... ...such as CFA, CIMA, CAIA, or CFP preferred or in progress....SuggestedTemporary workWork at office
- A financial institution is seeking a Wealth Strategist in Brentwood, TN, to develop comprehensive financial plans for high-net-worth clients. In this full-time position, you... ...financial planning, a Bachelor's degree, and a CFP designation. Excellent communication and...SuggestedFull time
- United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-... ..., you will develop personalized financial plans for high-net-worth clients while... ...planning experience, a Bachelor's degree, and a CFP designation. They should possess strong analytical...SuggestedFull time
- ...seasoned and client-focused Wealth Strategist to join our... ...financial plans for high-net-worth (HNW... ...Management & Trust to support sales opportunities and... ...reviews. What You’ll Do Lead discovery meetings to understand... .... Certified Financial Planner (CFP) designation required....SuggestedFull timeLocal areaRemote work
- Accountant / Tax & Financial Planning Specialist (CPA or EA, CFP preferred) Location: Franklin, TN (On-site or willing to relocate) Company: Valtrion... ...is part of Valtrion LLC, an integrated private wealth and business consulting platform that unites tax strategy...Live inRelocation
- ...prominent financial institution is seeking a Wealth Strategist in Brentwood, TN. This full-... ...a strong background in financial planning, with a focus on developing personalized... ...experience and possess a Certified Financial Planner designation. Responsibilities include conducting...Full time
$180k - $220k
...spans asset management, wealth management, and fintech... ...messaging, strategic planning, and senior leadership... ...making.The Director will lead a small team responsible... ...distribution trends.* Support scenario modeling tied... ...weeks paid time off the first year* *Medical, dental...Work at officeLocal areaRemote workFlexible hoursShift work- SageSpring Wealth Partners in Franklin, TN is seeking an Investment Strategist to serve as a product and investment expert. The role involves supporting advisor teams, promoting SageSpring’s investment platform, and being a key resource for internal investment inquiries...
$100k - $231.54k
Aetna, part of CVS Health, seeks a Lead Director for Strategic Planning in Franklin, TN. This role is pivotal in supporting Aetna members through effective cross-functional alignment and strategic prioritization. Ideal candidates should have over 10 years of relevant experience...- ...bring enthusiasm, creativity, and local flair to every property we support. We seek individuals who value relationships, embrace high... ...opportunities and our company.**POSITION PROFILE**A banquet manager plans, coordinates, and oversees all aspects of events like weddings,...Daily paidLocal areaFlexible hoursNight shift
- ...Drive Innovation with Us. We are currently looking for a Planner, Product Planning to join our Product Planning organization in Franklin, TN.... ...to create a tangible output to market, and in-market support in order to ensure the achievement of North American sales...Full timeLocal areaFlexible hoursNight shiftAfternoon shift
Nissan Motor Co., Ltd.
Franklin, TN4 days ago - ...the Manager of National C&I, this role serves as the department's Contests & Incentives (C&I) SME for assigned models that support the planning, development, and implementation of new vehicle incentive programs. The successful candidate will also develop insightful ad...Full timeWork at officeLocal area
Nissan Motor Co., Ltd.
Franklin, TN22 hours ago - ...develop flow projects on a global level/support other projects related to transportation... ...and drive measurable business impact in lead time, inventory, transportation, and CO2... ...including Transportation, Customs, Supply Chain Planning, IT, Finance, and others. Escalate...Work at office
Performix Business Services LLC
Franklin, TN22 hours ago - ...Innovation We are currently looking for a Sr. Planner, Product Feature Strategy , to join our Product Planning organization in Franklin, TN. The Product... ...of vehicles for Nissan North America, as well as supporting the specifications of the current generation of...Full timeLocal areaFlexible hoursNight shiftAfternoon shift
Nissan Motor Co., Ltd.
Franklin, TN22 hours ago $105.79k - $120.91k
...STV is seeking a Senior Environmental Planner to support our Transportation Division in Franklin,... ...ideal for an experienced environmental planning professional with deep expertise in NEPA and transportation planning who can lead technical work, support project and task...Work at officeFlexible hours- ...ongoing training and mentorship. Ideal candidates should possess strong communication skills and a passion for travel. No prior experience is needed as training will be provided to ensure success in helping clients plan memorable trips. #J-18808-Ljbffr Roamarae Global TravelRemote jobFlexible hours
- ...agency is seeking motivated individuals for a Remote Travel Agent position. This role involves assisting clients with their travel plans, including cruises and vacation packages, providing personalized recommendations, and managing bookings. Ideal candidates will have...Remote jobWork from homeFlexible hours
$105.79k - $120.91k
...is seeking a Senior NEPA Environmental Planner to support its Transportation Division. This role requires 7+ years of environmental planning experience with expertise in NEPA and transportation... ...projects. Responsibilities include leading NEPA documentation, managing project...- Nissan Motor Corporation in Franklin, TN is seeking a Planner, Product Planning to support product strategies and plans based on market analysis. This role involves collaboration with various teams while ensuring high-quality outcomes and adapting plans based on market...
- ...Tennessee. This role involves offering comprehensive financial planning and advice to individuals and families. Candidates should have... ...investment solutions. The company values diversity and offers a supportive culture for all employees. #J-18808-Ljbffr JPMorganChase
- ...Life's vision and mission and pair that passion with skill by planning consistently excellent and engaging events; communicating with care and clarity; and offering acts of genuine hospitality and support. Through these efforts, Coordinators help foster meaningful connections...Local areaWeekend workAfternoon shift
Apartment Life
Franklin, TN1 day ago - ...the Event Sales Manager, clients, staff, and 3rd Party vendors leading up to the event, ensuring that the client's needs are met. They... ...complete. OPERATIONS Follow up with clients for final planning details 2 weeks to 2 days prior to event Assist in client follow...Full timeWork at officeLocal areaRemote workMonday to FridayAfternoon shift
A. Marshall Hospitality
Franklin, TN4 days ago - ...Apartment Life’s vision and mission and pair that passion with skill—planning consistently excellent, engaging events; communicating with care and clarity; and offering acts of genuine hospitality and support. Through these efforts, Coordinators help foster meaningful...Local areaWeekend workAfternoon shift
Apartment Life
Franklin, TN1 day ago - A leading tire manufacturing company in Franklin, TN is looking for an experienced Buyer/Planner. The role involves managing MRP signals, ensuring timely procurement of materials, and collaborating with suppliers and internal teams. Candidates should have a Bachelor's...Work at office
- A leading environmental consulting firm in Franklin, Tennessee is seeking a Senior Environmental Planner to lead and support transportation planning efforts. This experienced professional will provide technical guidance on NEPA documentation, manage project deliverables...
- Nissan Motor Iberica SA is looking for a Planner for Advanced Product Planning in Franklin, TN. This role involves supporting the development of product plans and strategies based on market data. The ideal candidate will have at least 3 years of experience in a related...
- ...should have at least 1 year of experience in a related role, solid communication skills, and proficiency in MS Office. The institution offers a competitive rewards package, including comprehensive health care and support for professional growth. #J-18808-Ljbffr JPMorganChase
- Nissan Motor Iberica SA in Franklin, Tennessee is seeking a Senior Planner in National C&I Planning Development. This role involves planning, development, and implementation of new vehicle incentive programs. The ideal candidate will have 7+ years of automotive experience...
- ...seeking an experienced Buyer/Planner to join our team at our Franklin... ...with suppliers to support new product introductions, transitions... ...turns and key metrics, adjusting plans as needed to meet cost, service... ...KPIs. Serve as project lead for supplier transitions, new...Contract workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CFP Wealth Planner — Planning-First, Lead-Gen Support. Be the first to apply!
Related searches
- production planning specialist Franklin, TN
- medical equipment planner Franklin, TN
- airport planner Franklin, TN
- business continuity planner Franklin, TN
- meeting planner Franklin, TN
- planner Franklin, TN
- transportation planner Franklin, TN
- party planner Franklin, TN
- planning associate Franklin, TN
- manufacturing planner Franklin, TN