Remote Wealth Planning Associate - Client Services & Analysis

SageSpring Wealth Partners in Franklin, TN seeks a Financial Planning Professional to support Team Financial Advisors with research, analysis, and development of comprehensive financial plans. You will work with planning software and client data to educate clients and help them achieve their goals, while handling documentation, reports, and meetings in a collaborative, compliance-minded environment. The role requires strong analytical skills, knowledge of investments, and experience in financial