Financial Planner

Job DescriptionJob Description

At Peachtree Planning, financial balance is not simply a concept, it is at the center of what we do, and who we are. We’re on a mission to improve the financial confidence of Americans and grow wealth. If you enjoy challenging work, want control of your career and life, and have a passion for helping others, explore what a financial professional position with our team means!

We are seeking an experienced Financial Representative to join our team. The ideal candidate will have a strong background in financial analysis, sales, and customer service. The Financial Representative will be responsible for advising clients on investment and financial planning, as well as selling financial products and services. This is a great opportunity for a motivated individual to grow their career in the financial services industry.

What You’ll Be Doing, And Why It Matters

As a financial advisor/team leader, you'll be educating others and assisting your team of advisors, their clients and future clients in evaluating their financial goals and developing effective, customized strategies to help make those goals a reality.

Working with Peachtree Planning means devoting your career to meaningful work: improving the lives of individuals, families, and business owners by assisting them in planning for the futures they envision.

You’ll set your own hours and build your own practice, enjoying independence, as well as the support of one of the most stable companies in the financial industry. You'll have a network of peers, access to leadership and the mentorship you need to support your development.

By delivering financial knowledge and insight with integrity, when you become a part of the Peachtree team, you can make a positive impact in your community and create positive change in other people's lives.

Compensation:

$60,000 - $100,000 yearly

Responsibilities:

• Provide financial planning and investment advice to clients.
• Sell financial products and services, including securities and insurance.
• Conduct financial analysis and create investment portfolios for clients.
• Manage and maintain client accounts, ensuring accurate financial records and timely updates.
• Stay up-to-date with industry developments and changes in financial regulations.
• Collaborate with other team members to achieve sales targets and expand the client base.
• Maintain a high level of professionalism and integrity in all interactions with clients.

Qualifications:

• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Requires a Bachelor’s degree in finance, business administration, or related field

Necessary Qualifications:

• Strong knowledge of financial concepts, including investment management and securities law
• Proven experience in financial sales and customer service
• Familiarity with technical accounting and financial analysis
• Experience with public accounting or a related field is a plus
• Ability to pass a background check and obtain necessary licenses and certifications
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and meet sales targets
• Commitment to providing exceptional client service and achieving sales goals

What licenses would be ideal to have to join us: Licenses: Life & Health, Series 7, and Series 66

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid training
• Referral program
• Retirement plan
• Vision insurance

Compensation Package:

• Commission pay

Experience:

• Financial concepts: 1 year ()

Ability to Commute:

• Atlanta, GA 30342 ()
• Work Location: In person

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 of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients.