At Highland Trust Partners, we believe financial planning should make sense for your goals, your family, and your future. Based in Athens, Georgia, our independent team brings decades of experience helping families and business owners simplify their finances, plan with purpose, and make confident decisions through every stage of life.
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Highland Trust Partners is seeking an experienced Financial Planner with at least five years of experience and an established book of business. This role includes a partnership with a well-established local bank that actively refers clients in need of financial planning services.
Highland Trust Partners provides the resources, referrals, and independence to help you grow beyond your existing book and build your business. Apply today to join our independent wealth management practice in Athens, Georgia.
Receive consistent introductions from a trusted local bank
Build your practice with true autonomy
Transition assistance and experienced team behind you
At Highland Trust Partners, we do the things that other firms do not. We’re dedicated to reducing stress in the lives of families and business owners, and we’ll always adapt to make that possible. Our team brings more than 100 years of combined experience to the table, grounded in our core values of relationships, integrity, passion, and knowledge. We take care of our clients, our team, and our community standing behind those values in everything we do.
Highland Trust Partners offers experienced advisors something rare: real independence, real support, and real client opportunities. Through our partnership with Pinnacle Bank and a collaborative team environment, you can focus on what you do best—serving clients and growing your practice.
Highland Trust Partners was founded in 2015 with a simple belief: experienced advisors thrive when they have both independence and support. Since then, we’ve built a firm where advisors grow their businesses their way—while being part of a team that genuinely has each other’s backs.
Independence means freedom to serve your clients and build your practice without corporate bureaucracy or quotas. At the same time, you’re surrounded by experienced advisors who collaborate, share ideas, and support one another’s success.
To define your own vision of success
For you and your family's future
To build your ideal practice from day one
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Becoming part of Highland Trust Partners means having the tools, guidance, and community to build your ideal practice. From day one, we surround you with the resources, people, and processes you need to succeed, without the red tape.
Here’s what you gain access to when you join Highland Trust Partners.
Joining Highland Trust Partners means being part of a collaborative team that believes success is shared. Here’s what sets us apart:
1. A client-first philosophy that defines everything we do.
2. A team of experienced advisors with 100+ years of combined service.
3. A culture of learning, collaboration, and support.
4. Access to advanced planning tools and resources.
5. Freedom to run your practice your way.
6. Proven processes to make your transition smooth and stress-free.
7. Marketing and branding systems that help you grow faster.
8. In-house investment management and research support.
9. Independence with the backing of a respected network.
10. A team that celebrates your success as its own.
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.
Join UsMore than 99% customer satisfaction is our success.
The expertise and dedication of this team have been game-changers for our business. Highly recommended! Outstanding service! Their innovative approach helped us achieve measurable success in record time
From start to finish, the team provided unparalleled support. They truly understood our needs and delivered results that surpassed our expectations.
The team at exceeded our expectations with their strategic insights and innovative solutions. Their professionalism and dedication to our success were truly remarkable.
Thanks to Casho, we streamlined our operations and achieved our growth goals. Their hands-on approach and expertise made a real difference for our business
From day one, Casho demonstrated professionalism and a genuine commitment to our success. Their innovative approach helped us reach new heights
