Peachtree Planning · 16 hours ago
Financial Representative
Knoxville Metro
Full-time
Hybrid
New Grad, Entry LevelPeachtree Planning is looking for Financial Professionals to help clients manage their finances. In this role, you will build a client base while receiving support and training to help you succeed in the financial services industry.
FinanceFinancial ServicesWealth Management
Hiring Manager
Keith Kail
Responsibilities
Control Your Calendar
Build your book of clients
Help others 'win' at the game of money
Launch, grow and succeed with support and systems
Qualification
Required
Life and Health License or ability to obtain prior to formally contracting
Securities Licensing - or willingness to obtain within first 9 months (SIE, S6 or 7, S63,65 or 66)
Clean Background Check
No Recent Financial Issues (collections, bankruptcy, etc)
Preferred
Strong Work Ethic
Communication Skills
Social Confidence
Entrepreneurial Mindset
Integrity
Desire to help others - a heart of a teacher
Benefits
Health Insurance
Dental
Vision
Disability for those who qualify
401k Match
Pension Benefits for those who qualify
Company
Peachtree Planning
Peachtree Planning provides financial knowledge and strategies to individuals and business owners.
Founded in 1987
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Corky Dawes, CLU ChFC CExP
CEO Emeritus
Gene Lee, ChFC®
Sr. Partner
Recent News
Business Journals
2023-05-17
Business Journals
2022-05-25
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