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| Job Category : | Business |
| Company Name: | Abundance Entertainment |
| Position Name: | Financial Planner |
| Location : | 801 Crescent Centre Dr, Franklin, TN 37067 |
| Job Description : | Haumschilt Wealth TeamBrandon Haumschilt started his career as a wealth manager at the age of 24. Over the next eleven years, he built a $121,000,000 investment portfolio and became ranked in the top 7% of wealth managers for production nationwide. This all happened while segmenting over half of his client households to other Advisors he has mentored, putting his client base at a carefully selected 247 household. The last three years, Brandon has been awarded the Executive Council of Raymond James which is given to the top Advisors for service, as well as year over year growth. Brandon believes that by growing his team it will lead to him doubling his business over the next 5 years.Southwestern Investment GroupThe Haumschilt Wealth Team is a division of Southwestern Investment Group (SWIG) in which he serves as Executive Vice President. In 2021 SWIG was awarded the #1 corporate culture by the Nashville Business Journal as well the Top Workplace by The Tennessean.Job Summary In an effort to serve his clients on an exceptionally high level, Brandon is looking for an outstanding financial planner to bring into his practice. Being a visionary/big picture thinker, Brandon is looking for someone who can be an analytical and detailed complement to his leadership style. Given the high caliber of individuals and owner mentality we are interviewing for, there would be a potential path to partnership and business revenue share over time.Compensation and ValuesBrandon believes that one plus one can equal three when working with the right people. His abundant mindset has led to him compensating team members well for the value they bring while enthusiastically supporting a work life balance, autonomy, and personal development.Day to Day Prepare, attend, and contribute to client meetings with Brandon and independently.Document the discussion and follow through on action items.Create detailed financial plans with a focus on finding opportunities to enhance client’s estate, insurance, tax, retirement, and investment strategies, and then helping those clients execute those plans.Active role enhancing systems and processes to improve efficiencies and enhance the client experience.Researching investment and planning strategies, rule changes, and anything that could improve client’s financial well-being.Be the lead Advisor for a select group of clients within the current book of business.Analyze client tax returns for potential planning opportunities.Type of Person We’re looking forDo you enjoy reading Kitces or listening to Financial Planning podcasts? Do you work well independently and hate being micro managed? Do you have a color-coordinated Outlook / Gmail calendar or a lifetime membership to the Container Store? Do you feel guilty for not living up to your potential when you are not being productive? Has the challenge of prospecting kept you from building your own financial practice?If so, this may be the role for you. Let’s chat.Job Type: Full-timePay: $70,000.00 – $100,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceFlexible scheduleHealth insuranceHealth savings accountLife insurancePaid time offRetirement planVision insurancePhysical Setting:OfficeSchedule:8 hour shiftSupplemental Pay:Bonus payCommission payAbility to commute/relocate:Franklin, TN 37067: Reliably commute or planning to relocate before starting work (Preferred)Experience:Financial planning: 2 years (Preferred)License/Certification:CFP (Required)FINRA License (Required)Work Location: One location |
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