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.
- ...About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...around the world. Job Description Work with an experienced advisor to build a personal book of business and help shape clients...SuggestedFull timePart time
$150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI Gallacher Capital (GC) dba Forward... ...-office and administrative tasks Collaborate with AQI’s experienced team to develop and implement client strategies Maintain...SuggestedWork at officeRemote workAQI Services LLC
Lawrenceville, 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 serve...SuggestedWork experience placementWork at officeFlexible hours
$1,000 per month
...in BlueRidge, GA. Do you enjoy helping people build their financial future? You will be responsible for developing, soliciting and... ...and Disaster Fund is a program to support our team members experiencing hardships Newrez NOW: Through Newrez NOW, our Corporate...SuggestedLocal areaNewRez LLC
Buford, GA5 days ago$80k - $120k
Financial Planner, CFP | @ Financial Consultants Group Pay: $80,000 - $120,000 per year with partnership opportunity Experience: 5+ years experience, CFP or similar, Series 65 or 66, a book of business is a plus Schedule: Monday to Friday, on site, in office Paid time off...SuggestedFull timeWork experience placementWork at officeMonday to Friday$90k
...work with commercial lenders to analyze prospective borrower’s financial statements in order to assess credit risk associated with... ...Five or more years of experience as a Credit Analyst required. ~Experienced in preparing credit presentations. ~Able to manage/process/track...Work at officeSymicor Group
Buford, GAmore than 2 months ago- Peoples Bank & Trust is seeking an experienced detail-oriented and highly motivated Loan Processor II to join our team. This role is essential... ...commercial and mortgage loans. Supports lenders by collecting financial documentation on new and renewal loan requests. Collaborates...Local areaMonday to Friday
$60k - $80k
...truFP is an independent, fee-only financial planning firm located in Cumming, Georgia. We are a team of fiduciary financial planners who uphold a high standard of service and financial expertise, serving families and small business owners in North Georgia and throughout...Work experience placementWork at officetruFP
Cumming, GA3 days ago- Kraig Streetman - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and support portfolios with a consultative approach. You will analyze needs and present investment solutions while staying compliant. This...
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Acts as a PNC ambassador; positions PNC solutions...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Duluth, GA5 days ago - Auto Loan Collections Specialist Professional Financial Services | Buford, GA | Full-Time | Onsite Are you a confident communicator who... ..., and more. Ready to Begin Your Story? If you’re an experienced collections professional who brings persistence, professionalism...Full timeTemporary workLocal areaMonday to Friday
$75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY region and will be allowed to work remote. Summary: As a Financial Consultant, you will collaborate...Remote workPowerwell
Lawrenceville, GA4 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...Work at officeUnavailable
Duluth, GA17 hours ago- PeopleSoft Security Analyst | HCM, FSCM & EPM We’re looking for an experienced PeopleSoft Security Analyst to manage application security, user access governance, and security auditing across enterprise PeopleSoft environments. Key Responsibilities Administer PeopleSoft...Remote work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Full timePart timeWork at officeNight shiftWeekend work
$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 support2 Fully company-funded retirement package and...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Duluth, GA1 day ago- ...monitoring, and reporting risks of all types. Essential Duties And Responsibilities: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge...Work experience placementWork at office
- ...Agent in Buford, GA is hiring a Customer Service Representative to service existing customers and upsell additional insurance and financial products. The role emphasizes service, reliability, and building long-term client relationships. You'll receive a base salary with...
- ...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...Full timeWork experience placementWork at office
- ...customer service experience preferred ~ Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction ~10-Key skills ~ Mathematical skills, including the...Contract work
Renasant
Buford, GA5 days ago - Kraig Streetman - State Farm Agent is seeking a Registered Representative to help build and grow the financial services side of our established insurance agency. This role provides access to a large, established customer base of approximately 10,000 households across our...
- ...financing needs, and process and completes detailed review of loan application and other business services. Analyzes customer financial status, credit, and property evaluations to determine loan feasibility. Partners with Credit team to facilitate the review and...Work at officeLocal area
HomeTrust Bank
Suwanee, GA2 days ago - Carter Nicholson - State Farm Agent is seeking a motivated Financial Services Representative to join the team. This role leverages an established book of business to drive financial conversations with existing customers. You will educate clients on investment products,...Remote jobWork from homeFlexible hours
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$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$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Duluth, GA5 days ago$28 - $30 per hour
Quest Financial is seeking an experienced Credit & Collections Analyst for a long-term contract opportunity with an established company in Suwanee, GA. This position is ideal for an experienced Credit &Collections professional who is comfortable managing customer accounts...Long term contractContract workWork experience placementWork at officeMonday to Friday- ...production sites worldwide, together with our highly motivated and experienced team of nearly 2'600 employees provide our customers with... ...company seeking a motivated and detail-oriented Manufacturing Financial Analyst (Finance Specialist) to support our Manufacturing...Temporary workWorldwide
medmix
Flowery Branch, GA4 days ago $70k - $90k
A reputable insurance agency seeks a Registered Representative - Team Member to effectively market financial products while supporting customers in managing everyday risks. Candidates should have Series 6 or 7 licenses and strong knowledge of investment products. Responsibilities...
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