Financial Advisor
Peachtree Planning · Atlanta, GA · 4 mo ago
On-siteFinance$60k–$100k/yrFull-time
Responsibilities
- Build your own practice while leveraging our infrastructure, mentorship, and reputation.
- Build and cultivate client relationships through prospecting, consistent communication, and trust-building.
- Lead with purpose by guiding clients through personalized financial strategies that help them achieve their goals.
- Guide individuals and business owners in planning for retirement, investments, insurance, and more.
- Deliver customized solutions based on client goals, income, and life stage.
- Work independently while collaborating with a network of professionals.
Qualifications
- 1+ years of experience in financial services or sales (preferred).
- A strong understanding of financial planning, investment principles, and client service.
- Excellent communication, relationship-building, and analytical skills.
- Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms.
- Preferred Licenses (or willingness to obtain): Life & Health Insurance License, Series 7, Series 66.
Compensation & Benefits
- Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive compensation, creating unlimited earnings potential.
- Up to $5000 of activity-based bonuses are also available during your first 60 days of Pre-contract activity.
- 401(k) + Matching.
- Dental, Vision & Health Insurance.
- Paid Training & Professional Development.
- Referral Program.
- Life Insurance.
- Retail Plan.
About Peachtree Planning
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.