Experienced Financial Planner
Company: American Heritage Financial
Location: Canton
Posted on: February 16, 2026
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Job Description:
Job Description Job Description Experienced Financial
Advisor/Financial PlannerAmerican Heritage Financial is excited to
be opening offices throughout the region. We are hiring to fill
both experienced financial advisor and newer advisor roles as we
develop our new offices and augment our existing offices.At AHF, we
are seeking self-motivated, driven individuals with a passion for
making a positive impact on people’s lives.As a Financial
Advisor/Planner you will have the freedom to work with individual
as well as business clients by providing a vast array of financial
solutions.We have built a significant support structure to keep our
advisors meeting with clients and prospects by taking a lot of the
drudgery off the advisors’ plates. We have an in-house sales desk
available to you that research products and design financial
plans/solutions for you to present to clients, with Sales Directors
who can deliver these solutions with you.Qualifications:A college
degree highly preferred, but not required.Life & Health Insurance
License required.SIE or 6, 66, 65, or 7 security licenses
preferred.Entrepreneurial spirit required.AHF provides:Facilities
and local office support provided at no cost to
representatives.Full benefits package (6% matching 401(k), health,
dental, vision, and disability).Technology package (client
management system (CRM), planning tools, and marketing).Annualized
compensation and daily commissions.Renewals and day one vesting
with lifetime vesting after 5 years of service.Supported
professional development (FINRA series 6, 7, 63, 65, 66, CFP ®,
etc.)Extensive in-person and online professional training to take
your business to the next level (be it product, process, practice
structure, or case design).To be successful, we expect you to
be:Highly self-motivated and self-disciplined with an ability to
work effectively.Outgoing with the ability to develop relationships
(i.e., “People Person”)Fearless with a positive attitude and
willingness to be accountable for sales results.Organized,
detail-oriented, and demonstrating excellent time-management
skills.A life-long learner.A good communicator-with excellent
listening skills and ability to explain complex information in a
simple and concise manner.
Keywords: American Heritage Financial, Athens , Experienced Financial Planner, Sales , Canton, Georgia