Financial Representative
Job Description
Define Success and Bring Purpose to Your Career!
We believe one person can change a community; that one person, working within a national network of like-minded peers, can affect the lives of many.
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. 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.
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.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Prepare presentations that recommend various financial strategies
- Review and communicate plan performances to clients
- Network and build relationships with new and existing team of advisors
- Work with advisors to develop and grow their client base
*Recognized as a Best Places to Work in 2021 by the Business Alabama, and the Birmingham Business Journal Atlanta Journal and Constitution, The Nashville Business Journal, and The Tennessean.
- About Peachtree:
Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since 1987, with a proven financial planning process rather than just selling financial products. The firm has over $2 Billion in assets administered, and has more than 100 financial representatives in over 15 offices throughout the Southeast*. To learn more about the firm, please visit www.peachtreeplanning.com.
Appropriate insurance licensing within three months. In order to sell investment products, advisors must possess specific securities licenses and become registered with Park Avenue Securities.
Park Avenue Securities LLC (PAS) is a direct, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located in New York, NY 10004. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC.
Where Do You Want Your Future Financial Roadmap to Take You?
We work with our clients to create a personalized roadmap designed to guide them through life’s milestones.
Life is full of milestones. Starting a career, getting married, growing a family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help our clients navigate life.
At Peachtree Planning, we approach our clients financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue their goals. To us, they're not just a number or portfolio. Our clients are our priority and we have built our firm around helping them succeed.
Contact us today to get started.
