Personal Banker - Banking

About Us Seven Springs Wealth Group is an independently owned and operated wealth management firm based in Brentwood, TN. We provide comprehensive financial planning to affluent families and individuals, as well as multigenerational family office services to the ultra-high-net-worth. We also provide fiduciary investment services to small and mid-sized institutions, including corporate retirement plans, foundations, and endowments. For over twenty years, our mission has been to build deep and meaningful relationships with people and their wealth — so they can venture forward confidently. About the Role This is a financial advisor seat on the firm’s flagship Diamond Team - and it is not a traditional wealth management role. You will deliver comprehensive wealth advisory services to a sophisticated HNW and UHNW client base, collaborate with the firm’s CIO on investment strategy, and play a central role in our family office services.
The ideal candidate is equally comfortable in an investment committee and a client meeting - as well as equally at home analyzing a balance sheet and sitting across from a second-generation family member managing an operating portfolio.
Client Advisory & Planning
Deliver comprehensive wealth advisory services across financial planning, investment strategy, tax, estate, and cash flow dimensions for HNW and UHNW clients
Lead and support client meetings with executives, business owners, trustees, and multi-generational families — preparation, delivery, follow-through, and documentation
Serve as a trusted planning resource for complex situations involving business ownership, equity compensation, trust structures, and liquidity events
Maintain deep familiarity with each client’s full financial picture, goals, business context, and family dynamics
Investment Collaboration
Work within the framework set by the firm’s CIO and investment department to deliver consistent, well-communicated investment strategy to clients
Participate in investment committee meetings and translate portfolio strategy into client-facing communication with confidence and clarity
Collaborate directly with the CIO on special client circumstances requiring customized investment approaches
Bring genuine investment fluency to client conversations - asset allocation, portfolio construction, alternative investments, and market context
Contribute to team referral generation - all advisors are expected to be active in building the firm’s pipeline
Develop COI relationships - particularly within the M&A, private capital, corporate finance, legal, and business communities - as natural referral sources for the firm’s target client profile
Family Office Services
Seven Springs Wealth Group's family office services practice serves ultra-high-net-worth clients with operating businesses, multi-entity portfolios, and multigenerational wealth complexity. This role is the firm’s senior resource in that practice — and an opportunity to help shape how it grows. A defined allocation of this role’s time will be dedicated to one of the firm’s most complex client relationships — a multi-entity operating portfolio in the agricultural, livestock, and outdoor industries — working directly alongside the CEO and the client’s second-generation operational leader. Ongoing engagement averages approximately 10 hours per week, with higher intensity during planning cycles, restructuring projects, and entity-level financial reviews.
Assist in the development of operating plans for entities that lack them — establish baseline budgets and revenue expectations against which monthly and quarterly performance can be measured
Provide financial oversight and reporting across a multi-entity operating portfolio — identifying trends, underperformance, and capital needs across balance sheets and P&Ls
Build and maintain financial and business models; own cash flow visibility and capital allocation analysis
Evaluate and prioritize capital investments across entities; Serve as an authorized point of contact with entity-level managers for information gathering and reporting purposes — all recommendations and decisions route through firm and family leadership
Coordinate with external CPAs, bookkeepers, attorneys, and bankers — serve as the integrating intelligence layer across all external advisors
Attend board meetings and executive-level financial reviews for portfolio entities — synthesize findings, flag action items, and brief leadership in real time
Understand entity structures, contracts, and operational practices; flag legal, tax, regulatory, insurance, and licensing risks
From time to time, assist with administrative matters related to employee benefits and HR coordination across entities — a minor but real component that reflects the hands-on, ownership mentality this role requires
Contribute to the continued development of the firm’s family office practice — refining service delivery, building internal processes, and expanding the capability to additional client relationships over time
7 - 20 years of experience across wealth management, institutional finance, investment banking, private equity, corporate banking, equity research, or a combination

• CPA, CFA, or CFP strongly preferred - required advisory licenses required at minimum
• Direct experience serving or working alongside business owners, founders, or executives navigating capital events, liquidity transitions, or complex balance sheet decisions
• Financial modeling proficiency - comfortable building and owning models across operating businesses, not just investment portfolios
• Experience coordinating across CPAs, attorneys, bankers, and operational leadership on behalf of a client or principal
• Backgrounds in M&A advisory, venture capital, private equity, corporate finance, capital formation, real estate development or financing, or equity research are particularly relevant
• A genuine interest in animals, agriculture, fishing, hunting, or outdoor industries is a meaningful differentiator - this person will be embedded in a world where those interests matter and where treating the work like your own business is expected
• Fluent in the language of business - M&A, capital formation, equity, valuation, corporate finance - because you’ve lived and worked in that world
• Polished and confident in front of sophisticated clients - executives, founders, family offices, operators, and trustees
• A collaborator who works well within a team investment framework and is energized by building

Health Insurance

Firm-sponsored health insurance via cafeteria plan

Compensation is structured to reward both service excellence and business development. Our Commitment to Inclusion: