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Financial Advisor

Company: Peachtree Planning (PA)
Location: Augusta
Posted on: January 11, 2021

Job Description:

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. Company Description Where Do You Want Your Future Financial Roadmap to Take You? We work with you to create a personalized roadmap designed to guide you through life's milestones. Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. At Peachtree Planning, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you're not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Contact us today to get started.

Keywords: Peachtree Planning (PA), Augusta , Financial Advisor, Accounting, Auditing , Augusta, Georgia

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