Financial Advisor

Peachtree Planning; Tennessee; On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) Matching

Health Insurance

Dental Insurance

Vision Insurance

Paid Training

Referral Program

Life Insurance

Retirement Plan

Job summary

Peachtree Planning Corporation in Atlanta, GA seeks an energetic financial services professional to build relationships, prospect clients, and guide them through retirement, investments, and insurance. You will deliver tailored financial strategies and work independently with a supportive advisory network.

Ideal candidates have 1+ years in financial services or sales, strong communication, and proficiency with MS Office, Google Suite, and CRM tools; licensure is preferred.

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 include Life & Health Insurance License, Series 7, Series 66.

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.
• 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

Skills

Financial services experience

Client service understanding

Communication skills

Tools

Microsoft Office

Google Suite

CRM platforms

Job description

Job Description

Job Description

What You’ll Do

• 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.

Key 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

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.
• 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. 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

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

Compensation Package:

• Commission pay

Ability to Commute/Location:

• Atlanta, GA 30342 (On-site Position)

Peachtree Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA / SIPC . OSJ: 5600 Glenridge Drive, Atlanta, GA 30342. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. 8270049.1 (Exp. 8/27)

Compensation

$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 www.peachtreeplanning.com.