Experienced Financial Planner
American Heritage Financial
Job Description
Job Description
Experienced Financial Advisor/Financial PlannerAmerican Heritage Financial is excited to be opening offices throughout the region. We are hiring to fill both experienced financial advisor and newer advisor roles as we develop our new offices and augment our existing offices.At AHF, we are seeking self-motivated, driven individuals with a passion for making a positive impact on people’s lives.As a Financial Advisor/Planner you will have the freedom to work with individual as well as business clients by providing a vast array of financial solutions.We have built a significant support structure to keep our advisors meeting with clients and prospects by taking a lot of the drudgery off the advisors’ plates. We have an in-house sales desk available to you that research products and design financial plans/solutions for you to present to clients, with Sales Directors who can deliver these solutions with you.Qualifications:A college degree highly preferred, but not required.Life & Health Insurance License required.SIE or 6, 66, 65, or 7 security licenses preferred.Entrepreneurial spirit required.AHF provides:Facilities and local office support provided at no cost to representatives.Full benefits package (6% matching 401(k), health, dental, vision, and disability).Technology package (client management system (CRM), planning tools, and marketing).Annualized compensation and daily commissions.Renewals and day one vesting with lifetime vesting after 5 years of service.Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ®, etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process, practice structure, or case design).To be successful, we expect you to be:Highly self-motivated and self-disciplined with an ability to work effectively.Outgoing with the ability to develop relationships (i.e., “People Person”)Fearless with a positive attitude and willingness to be accountable for sales results.Organized, detail-oriented, and demonstrating excellent time-management skills.A life-long learner.A good communicator-with excellent listening skills and ability to explain complex information in a simple and concise manner.
$40k - $60k
...Meaningful work. Rewarding career-Team Based Financial Advisor Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential...SuggestedBase plus commissionFull timeWork at officeLocal areaThrivent Financial
Johns Creek, GA1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Alpharetta, GA5 days ago- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative,... ...services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial...SuggestedFull time
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Ameris Bank
Norcross, GA1 day ago - State Farm agency in Norcross, GA is seeking a Licensed Bilingual Financial Services Representative to focus on financial planning, investment-related services, and long-term client relationships. Active Series 65/6/63 licenses are required, with relevant insurance licenses...Suggested
- ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement...Temporary workWork experience placementImmediate start
Wells Fargo
Norcross, GA3 days ago - Truist is seeking a Regular, on‑site Teller/Client Service professional in Johns Creek, GA. The role focuses on timely client transactions, accurate records, and excellent service while supporting outbound calling and IRM activities. You'll assist with outreach, educate...Weekend work
Truist Inc
Johns Creek, GA4 days ago - ...be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and... ...through consultation and team work. Provides guidance to less experienced associates in the work group and assists with special projects...Work at office
First Citizens Wealth
Alpharetta, GA5 days ago - ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Duluth, GA4 days ago - ...Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We...Work experience placementWork at officeFlexible hours
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Berkeley Lake, GA2 days ago - ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing supportFully company-funded retirement package and...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Peachtree Corners, GA5 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension...Work at officeUnavailable
Duluth, GA1 day ago- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics...
Thrivent Financial
Alpharetta, GA5 days ago $40k
...lPerformance-based income with uncapped earning opportunitie s We are seeking a motivated, relationship-focuse d Financial Advis or to join our growing team. This opportunity is ideal for a licensed professional who is passionate about helping individuals, families, and...The Piedmont Group
Peachtree Corners, GA2 days ago- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial...Work at officeLocal area
Western & Southern Life
Peachtree Corners, GA5 days ago - ...Northwestern Mutual invites motivated professionals to start a journey as financial representatives, building their own advisory practice with the support of award-winning training. You’ll pursue licenses, learn client acquisition, and scale a business that centers on...For contractors
Northwestern Mutual
Alpharetta, GA2 days ago - A leading consulting firm is seeking an experienced professional specializing in Oracle EBS Financial modules. This mid-senior level contract position requires over 10 years of experience and includes responsibilities such as providing expertise on Oracle systems, resolving...Contract work
- ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...Work experience placementFlexible hours
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).• Obtained...Full timeTemporary workDay shift
$60k - $170k
...Financial Advisor (May Graduates, Early Acceptance) About The Piedmont Group At The Piedmont Group, we believe great financial advisors... ...careers. From your first day, you'll have access to experienced mentors, professional development resources, and prior to starting...Permanent employment- ...your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build... ..., and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and...Part timeImmediate start
Charles Schwab
Peachtree Corners, GA9 hours ago $99.04k
...ago Be among the first 25 applicants As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your... ...professional designations such as the Certified Financial Planner (CFP®) administered through the American College of Financial Services...Full timeFor contractorsLocal area- ...partnership with branch and internal teams. Conducts discovery conversations with prospective and existing business members to assess financial needs and recommend tailored solutions including business deposit accounts, cash management, merchant services, treasury solutions...Contract workWork at office
External
Peachtree Corners, GA5 days ago - ...your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build... ..., and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and...Full timeFlexible hours
Charles Schwab
Peachtree Corners, GA10 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Peachtree Corners, GA2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Peachtree Corners, GA5 days ago$47 per hour
...Description Financial Advisor (May Graduates, Early Acceptance) About The Piedmont Group At The Piedmont Group, we believe... ...rewarding careers. From your first day, you'll have access to experienced mentors, professional development resources, and prior to...Permanent employmentThe Piedmont Group
Dunwoody, GA1 day ago- Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve...Full timeWork experience placement
- ...Northwestern Mutual in Peachtree Corners is seeking College Financial Representatives for their internship program. Participants will gain practical experience in financial planning, develop networking skills, and receive guidance from seasoned professionals. The internship...Permanent employmentInternship
Northwestern Mutual
Peachtree Corners, GA1 day ago
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