Financial Advisor
12 days ago
Brentwood
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: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • 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, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Be a coachable, organized team member interested in pursuing training development and educational 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: • A required Bachelor’s degree in business administration, finance, or similarly related field, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • 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., • Life & Health Insurance License, • Series 7, • Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive compensation creating unlimited earnings potential. Additional subsidies are available during your first 4 contract years while you build your clientele, recurring fees and renewal income., • 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, • Retirement Plan Compensation Package: • Commission pay Experience: Financial concepts: 1 year (Preferred) Location: Brentwood, TN 37027 (On-site position) Why Peachtree? • Proven success through mentorship and coaching, • Ability to create a flexible schedule, • Part of a National Network for support and development, • A mission that aligns with helping others reach financial freedomAbout 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 .