Financial Advisor - Brentwood - Peachtree Planning

    Peachtree Planning
    Peachtree Planning Brentwood

    19 hours ago

    $65,000 - $130,000 (USD) per year *
    Description

    Are you an experienced financial advisor who thrives on providing excellent service to help your 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

    Responsibilities:

    • 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 clients financial information to determine financial goals, financial status, cash flow, and financial expectations.
    • 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.

    Qualifications:

    • 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.
    • Bachelors 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.
    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

    Job Type:

    Full-time

    Pay:

    $60,000 - $100,000 per year

    Benefits:

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

    Compensation Package:

    Commission pay

    Experience:

    Financial concepts: 1 year (Preferred)

    Ability to Commute:

    Atlanta, GA Preferred)

    Work Location:

    In person

    Compensation:

    $60,000 - $100,000 yearly

    #J-18808-Ljbffr
    * This salary range is an estimation made by beBee
  • Work in company

    Financial Solutions Advisor

    Only for registered members

    Job Description: · *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** · The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history fo ...

    Brentwood, CA $70,000 - $135,000 (USD) per year

    3 days ago

  • Work in company

    Financial Solutions Advisor Registration Candidate

    Only for registered members

    Job Description: · The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. · At Bank of America, we are guided by a common purpose to help make financial ...

    Brentwood $28.85 - $33.65 (USD) Full time

    1 day ago

  • Work in company

    Financial Advisor

    Only for registered members

    This job posting is anticipated to remain open for 30 days. · Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, · estate strategies, funding education and more. · The new financial advisor compensation progr ...

    Stockton $45,000 - $100,000 (USD)

    1 week ago

  • Work in company

    Financial Advisor

    Only for registered members

    We are seeking a Financial Advisor to join our team at David White and Associates. · Build and maintain strong, long-term client relationships through consistent communication, trusted advice, and personalized financial guidance. · ...

    San Ramon

    2 weeks ago

  • Work in company

    Financial Advisor

    Only for registered members

    Skills/Requirements · Job Overview · Awards & Accolades · About Us · Job Overview · This job posting is anticipated to remain open for 30 days, from 13-Feb-2026. The posting may close early due to the volume of applicants. · If you find yourself at a professional crossroads, a ca ...

    Stockton $45,000 - $100,000 (USD)

    14 hours ago

  • Work in company

    Financial Advisor

    Only for registered members

    We are seeking a motivated and detail-oriented Financial Advisor to support a recognized Principal in a well-established Registered Investment Advisory (RIA) firm. · Serve as a strategic partner and high-level project manager in delivering comprehensive wealth management services ...

    San Ramon

    1 week ago

  • Work in company

    Financial Advisor

    Only for registered members

    Our client is a fast-growing wealth management firm serving high-net-worth clients with holistic investments taxes and estate planning. · ...

    Walnut Creek

    1 month ago

  • Work in company

    Financial Advisor

    Only for registered members

    Financial Advisor at David White and Associates is a leading wealth and insurance advisory firm. We help high-net-worth individuals achieve financial clarity and long-term success. · ...

    San Ramon, CA $65,000 - $130,000 (USD) per year

    4 days ago

  • Work in company

    Financial Advisor

    Only for registered members

    We invite you to join our team as a Financial Advisor where your ambition effort and integrity are the foundation of your success. · ...

    San Ramon, CA

    1 month ago

  • Work in company

    Financial Advisor

    Only for registered members

    A leading wealth and insurance advisory firm dedicated to helping high-net-worth individuals achieve financial clarity and long-term success. · ...

    San Ramon

    1 month ago

  • Work in company

    Financial Advisor

    Only for registered members

    Company Overview · We are a fee-only, financial planning and wealth management firm with over 20 years of experience helping clients define and pursue their financial goals. We deliver objective, strategic, and personalized guidance across comprehensive financial planning, retire ...

    San Ramon, California, , United States $65,000 - $130,000 (USD) per year

    4 days ago

  • Work in company

    Financial Advisor

    Only for registered members

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable cultivating client relationships and growing a business. · Responsibilities · Deliver comprehensive wealth management and fin ...

    San Ramon $65,000 - $130,000 (USD) per year

    2 hours ago

  • Work in company

    Financial Advisor

    Only for registered members

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial/wealth goals. · Responsibilities · Drive new business to add to your book of business · Provide financial planning support to clients · ...

    Walnut Creek

    2 weeks ago

  • Work in company

    Junior Financial Advisor

    Only for registered members

    This is a full-time hybrid role for a Junior Financial Advisor based in Danville CA. · Assisting clients with financial planning providing retirement planning and investment guidance analyzing financial data and supporting senior advisors in drafting financial strategies. · Maint ...

    Danville

    1 month ago

  • Work in company

    Lead Financial Advisor

    Only for registered members

    Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? · ...

    Pleasanton

    2 weeks ago

  • Work in company

    Lead Financial Advisor

    Only for registered members

    We are seeking a Lead Financial Advisor to join our team in Pleasanton CA This role involves building financial plans for new clients providing superior customer service and expertise meeting individual and team goals We like to say Advisors Advise we Advertise If you enjoy worki ...

    Pleasanton

    3 weeks ago

  • Work in company

    Junior Financial Advisor

    Only for registered members

    This is a full-time hybrid role for a Junior Financial Advisor based in Danville CA. The role involves assisting clients with financial planning providing retirement planning and investment guidance analyzing financial data and supporting senior advisors in drafting financial str ...

    Danville, CA

    4 weeks ago

  • Work in company

    Lead Financial Advisor

    Only for registered members

    · Lead Financial Advisor · Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing ...

    Pleasanton, CA, $95,000 - $185,000 (USD) per year

    4 days ago

  • Work in company

    Financial Advisors' Assistant

    Only for registered members

    We are an established and successful fee-only RIA operating in Fairfield, · CA. Our team currently consists of four advisors and two support staff.We believe in deep financial planning work · and taking the care to get the details right the first time. · ...

    Fairfield

    2 weeks ago

  • Work in company

    Lead Financial Advisor

    Only for registered members

    We are seeking a Lead Financial Advisor to join our team in Pleasanton, CA. As a key member of our team, you will be responsible for building financial plans for new clients and providing superior customer service. · ...

    Pleasanton, CA

    2 weeks ago

  • Work in company

    Lead Financial Advisor

    Only for registered members

    We are seeking a Lead Financial Advisor to join our team in Pleasanton, CA. The ideal candidate will have strong initiative, a positive attitude, and the ability to market to local clients. They must also be able to build relationships and follow through with sales opportunities ...

    Pleasanton, CA

    2 weeks ago

Jobs
>
Financial advisor
>
Jobs for Financial advisor in Brentwood