Financial Advisor

Job Description

Job Description

At Peachtree Planning, financial balance is more than a concept, it is the foundation of how we serve clients and support our advisors. Our mission is to help individuals, families and closely held businesses build lasting financial confidence. If you're driven, value autonomy in your career, and are passionate about helping others succeed, a financial professional position with our team may be the right next step.

Compensation :

$60,000 - $100,000 yearly

Responsibilities :

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities
• Build and maintain relationships through outreach, networking, and community engagement
• Support the development of personalized financial strategies based on individual client situations
• Learn to present appropriate planning solutions including protection and investments to help clients meet long-term goals
• Work closely with your team and learn from experienced advisors through collaboration
• Stay up to date on financial concepts, industry tools, and planning best practices.
• Maintain a strong commitment to professionalism, ethical standards, and compliance guidelines

Qualifications :

What We’re Looking For

Preferred Licenses (or willingness to obtain) :

Compensation & Benefits

Compensation Package :

Experience :

Financial concepts : 1 year (Preferred)

Location :

Brentwood, TN 37027 (On-site position)

Why Peachtree?

About Company

Our History

A Firm With Deep Roots :

Nearly 40 years ago, Purple Heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business – and thus, Peachtree Planning was born. Over the last 4 decades, Bob’s vision and the firm’s success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients.

To learn more about the firm, please visit www.peachtreeplanning.com.