Financial Advisor: Build Your Practice with Mentorship

Peachtree Planning Corporation; 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

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.