Financial Professional / Advisor

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

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Qualified interested candidates should forward a copy of their resume and cover letter to info@peachtreeplanning.com.  All responses will be kept in strict confidence.