Experienced Financial Planner
Compensation
$60k – $200k /yr
Employment type
Full-time
Work setting
On-site
Location
Duluth, GA
Schedule
Day shift
Posted
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Job overview
The Experienced Financial Planner is an onsite role based in Duluth, GA, with a salary range of $60,000 to $200,000 per year. This position supports the American Heritage Financial team by providing comprehensive financial solutions to individual and business clients. The role exists to help clients achieve their financial goals through personalized planning and product design. The planner contributes to the firm's mission by delivering expert advice and maintaining high standards of service and professional development.
What we're looking for
- Skills & competencies
- full-timeday shiftduluth gaamerican heritage financialfinancial plannerfinanceinsuranceonsitesalesclient relations$60k-$200k
- Work arrangement
- Weekend coverage required
Benefits & perks
- 6% matching 401(k), health, dental, vision, and disability insurance
About the employer
American Heritage Financial is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: c5b33a41-7917-4ee3-866a-4217a8afcb08