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Financial Advisor- Atlanta

Company: Peachtree Planning
Location: Atlanta
Posted on: April 10, 2021

Job Description:

We are seeking a Financial Advisor to join our "Best Places to Work" firm!

For most Americans and business owners, juggling competing financial priorities is complicated. Whether the goal is saving enough for a comfortable retirement, funding a child's or grandchild's college education, expanding the business, or leaving loved ones financially protected, most people need help from a trusted professional. That's where you could come in.

What You'll Be Doing, And Why It Matters

  • As a financial advisor, 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 2019 by the Atlanta Journal and Constitution, The Nashville Business Journal, The Tennessean, and the Birmingham Business Journal.

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Keywords: Peachtree Planning, Atlanta , Financial Advisor- Atlanta, Accounting, Auditing , Atlanta, Georgia

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