What are the responsibilities and job description for the Financial Professional position at Peachtree Planning?
Company Description
Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners by developing, implementing, and utilizing financial strategies to maximize clients' time and money. The firm has served the Southeast since 1987, focusing on providing comprehensive wealth planning and client management strategies.
Role Description
This is a full-time on-site role for a Financial Professional located in Brentwood, TN at Peachtree Planning. The Financial Professional will be responsible for financial planning, analytical tasks, finance-related activities, financial reporting, and communication within the firm.
Qualifications
- Financial Planning and Finance skills
- Analytical Skills
- Strong Financial Reporting abilities
- Effective Communication skills
- Professional certifications like CFP, CFA, or CPA are a plus
