Financial Advisor

About Peachtree Planning

At Peachtree Planning, financial balance is more than a concept; it is the foundation of how we serve clients and support our advisors. Our mission is to help individuals, families, and closely held businesses build lasting financial confidence. If you're driven, value autonomy in your career, and are passionate about helping others succeed, a financial professional position with our team may be the right next step.

$60,000 - $100,000 yearly

• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

What You’ll Do

• Leverage your sales background to build your own financial services practice with the full support of our infrastructure, mentorship, and brand reputation.
• Lead client engagement through high-touch communication, data-informed strategy, and authentic relationship building.
• Translate complex needs into customized financial strategies, just like you would for a high-growth business, only this time, for individuals, families, and entrepreneurs.
• Operate with independence while collaborating with a high-performing team of professionals.
• Guide clients through retirement planning, risk management, investments, insurance, and beyond.

• Bachelor’s degree in business administration, finance, or related field is required
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential

Key Responsibilities

• Support the design of customized, long-term financial strategies based on each client’s goals and stage of life.
• Present tailored planning solutions that are both protective and growth-oriented to help clients succeed financially.
• Collaborate closely with your team, leaning into mentorship and shared expertise.
• Stay ahead of trends in finance, tech-enabled tools, and regulatory changes.
• Maintain a strong ethical standard, ensuring compliance and professionalism in all client interactions.

What We’re Looking For

• 1+ years of experience in business development, tech sales, financial services, or a related client-facing role.
• An understanding of financial principles, client relationship management, and solution-based selling.
• Strong interpersonal and analytical skills; the ability to translate complex challenges into clear action plans.
• Familiarity with CRM platforms, digital productivity tools (Google Suite, Microsoft Office), and a comfort with data.

Preferred Licenses (or willingness to obtain):

• Life & Health Insurance License
• Series 7
• Series 66

Compensation & Benefits

• Base salary (subject to validation based on production) + incentive compensation with unlimited earnings potential
• Up to $5,000 in activity-based bonuses during your first 60 days of pre-contract activity
• 401(k) with matching
• Health, dental, and vision insurance
• Paid training and professional development
• Referral program
• Life insurance and retirement plan

Why Peachtree?

• Proven success through mentorship and coaching
• Ability to create a flexible schedule
• Part of a National Network for support and development
• A mission that aligns with helping others reach financial freedom

Compensation Package:

• Commission pay

Ability to Commute/Location:

• Atlanta, GA 30342 (On-site Position)

Our History

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 www.peachtreeplanning.com.