ABOUT US

Recognized as one of the Top Tennesean Workplaces in 2020, Southwestern Investment Group operates as a family. With more than 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future. Through our broker-dealer Raymond James, and as part of the Southwestern Family of Companies, we have the support of a large company, while offering clients the intimate service of a small firm.

CAREERS

Financial Planning Executive

The Financial Planning Executive will work independently, using advanced skills gained through training and experience to provide proactive support to financial advisors and assist with efficient, quality client service.

Client Services Associate-Brentwood

The Client Services Associate, under limited supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. This position follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. The Client Services Associate is required to routinely contact internal and external customers to obtain, clarify or provide facts and information while sustaining a professional image. This position will demonstrate the company values while supporting the mission.

Registered Financial Associate-Franklin

The Registered Financial Associate has the ability to work independently, using advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service.

Client Services–Omaha

The Client Services Associate, under limited supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. This position follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility.

Client Services and Marketing Associate-Franklin

The Client Services & Marketing Associate provides operational, administrative, and marketing support to financial advisors. This position is responsible for managing and implementing all marketing duties for the assigned team.