Highland Trust Partners is looking for an experienced local Financial Planner with at least five years of experience. This opportunity includes a partnership with a well-established local bank that is actively referring clients in need of financial planning services. We’re looking for an advisor who can effectively manage these referrals and provide ongoing financial guidance to help clients achieve their goals.
Highland Trust has the resources to help you grow your career on your own terms so you can build your business. Fill out the form and apply to join our independent wealth management practice in Athens, Georgia today.
• Steady referrals
• Financial transition assistance
• Health insurance
• Dental insurance
• Vision insurance
• Financial planning services
• Flexible schedule
• Membership to Integrated Financial Group (IFG)
Experience True Independence: Enjoy the freedom of building your success as you see it. We empower you to design your professional journey without the constraints of a traditional corporate environment.
Competitive Payouts: Benefit from a competitive compensation structure that rewards your hard work and expertise.
Transition Assistance and Support: Seamlessly integrate your established book of business with comprehensive support to ensure a smooth transition.
Established Brand and Leadership: Join a firm with a rich heritage and a team of accomplished professionals and industry leaders.
Collaborative & Inclusive Environment: Thrive in a workplace that values your contributions, fosters professional growth, and embraces teamwork.
Industry Experience: With 5+ years as a Financial Advisor and an established book of business.
Certifications & Licenses: Georgia State insurance license, Series 7 license (required) and a willingness to work towards the CFP and/or CDFA, AIF and any advanced designations.
Tech-Savvy: CRMs (WealthBox, etc) and Microsoft Office.
Passion for Financial Planning: Your enthusiasm for guiding clients and deep understanding of their financial needs sets you apart.
Willingness to Learn: You already possess a strong grasp of financial planning, investment products, and market trends, but are ready to deepen your knowledge base working with a team with 35+ years of experience.
Exceptional Communication: Your ability to analyze complex financial information and effectively communicate recommendations is a key strength.
Detail-Oriented: You excel at managing intricate details while working independently or as part of a team.
At Highland Trust Partners, we believe in managing, preserving, and enhancing wealth to help our clients achieve financial independence. With over 100+ years of combined service experience among our team members and a commitment to multiple industry specialties, our firm stands on the strong foundation of our core values: Relationships, Integrity, Passion, and Knowledge. We are dedicated to supporting our team members’ growth and ensuring they thrive professionally while upholding the highest standards in financial planning.
If you're prepared to embark on the path to independence and join a firm that truly values your vision, we invite you to apply and become part of the Highland Trust Partners family. Empower your future with us and redefine what success means for you.
Highland Trust Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Apply today and start building your future on your terms!
Join a collaborative team that believes in doing what’s right for clients, supporting one another, and growing together. Start your path to independence today.
We’re here to help! Whether you have questions about our services, need support, or want to explore how we can collaborate .
We’re here to help! Whether you have questions about our services, need support, or want to explore how we can collaborate .
