Wealth Advisor

Job description

PeachCap integrated Family Office Model provides Tax, Investment, and Emotional Intelligence to Wealth Management Practices across the country.

We Believe in Challenging the Norm.

PeachCap provides Tax, Investment, and Emotional Intelligence to Wealth Management Practices across the country. Advisors partnered with PeachCap access a robust set of solutions allowing them to offer Family Office Services, Tax & Financial Consultation, Global Research Analytics, and our Millennial Exclusive Platform.

We Believe Technology Changes Everything.

PeachCap's multi-faceted Family Office platform catapults advisors upstream, arms them to better serve clients, and positions them to retain wealth across multiple generations. Additionally, we've embraced the rapid and demanding market changes, and coined a unique service model for the Millennials. Our Millennial Exclusive Platform leverages Robo-Technology, with an overlay of human touch and guidance.

We Believe Culture Trumps Strategy.

PeachCap is changing the stiff, musty financial services and accounting industry. It's time you explore a firm that is agile and innovative in an industry that is traditionally slow to adapt and homogenized.

We Believe in A Players.

Regardless of practice tenure, PeachCap has a solution tailored to meet your needs. Discover how Wealth Management Firms across the country are partnering with PeachCap.

Join a Corporate Family Office

Become a Flagship Family Office

Independent Licensee

 

Our Advisor Network has access to fully integrated Family Office Services:

Tax Planning and Preparation

Avatar Discovery

Private Equity

API Platform (CRM, Web Based Planning Tools, Paperless Office Solutions)

Direct Access to Global Analytics and Research

Millenial Exclusive Platform, Leveraging Robo Technology

Retirement and Financial Counseling

Alternatives

Open Investment Solution Platform

Practice Transition/Succession/Acquisition Support

Securities Backed Lending

 

Benefits and Perks

Open Office Format Headquartered in the heart of Atlanta

Medical, Vision, and Dental Insurance

Flexible Vacation Planning

Bocce Ball Court and Outside Work Patio w/Wifi

401(k) Match

Flexible Hours

Sponsorship of Licensing, Designations, and Advanced Education Programs (CFA, CFP, CPA, MBA)

 

To submit your resume, please click the “Submit with LinkedIn” button or fill out the Submission Form on this page.