Financial Advisor
8 days ago
Atlanta
Job Description Responsibilities • 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, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications What We’re Looking For • 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, • 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. Additional subsidies are available during your first 4 contract years while you build 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 Financial concepts: 1 year (Preferred) Location: • Atlanta, GA 30342 (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 freedom, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required $60,000 - $100,000 yearly About Peachtree Planning - 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 . Company DescriptionAt 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.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.