Financial Advisor
Company: Peachtree Planning (4E)
Location: Johnson City
Posted on: August 29, 2020
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Job Description:
Job DescriptionWe 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 and Business Alabama.
Keywords: Peachtree Planning (4E), Johnson City , Financial Advisor, Other , Johnson City, Tennessee
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