Financial Advisor

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

• Provide financial planning and investment advice to clients
• Sell financial products and services, including securities and insurance
• Conduct financial analysis and create investment portfolios for clients
• Manage and maintain client accounts, ensuring accurate financial records and timely updates
• Stay up-to-date with industry developments and changes in financial regulations
• Collaborate with other team members to achieve sales targets and expand the client base
• Maintain a high level of professionalism and integrity in all interactions with clients
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

Necessary Qualifications:

• Strong knowledge of financial concepts, including investment management and securities law
• Proven experience in financial sales and customer service
• Familiarity with technical accounting and financial analysis
• Experience with public accounting or a related field is a plus
• Ability to pass a background check and obtain necessary licenses and certifications
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and meet sales targets
• Commitment to providing exceptional client service and achieving sales goals

What licenses would be ideal to have to join us: Licenses:
Life & Health, Series 7, and Series 66

Full-time

$60,000 - $100,000 per year

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid training
• Referral program
• Vision insurance

• Commission pay

• Financial concepts: 1 year (Preferred)

• Atlanta, GA 30342 (Preferred)
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Bachelor’s degree in business administration, finance, or related field is required
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential

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