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