Personal Financial Advisor

Peachtree Planning is seeking a Personal Financial Advisor in Brentwood, TN to help individuals, families, and business owners build long-term financial plans and advisory relationships.

Responsibilities

• Develop and maintain professional relationships with individuals, families, business owners, and other professionals
• Learn clients’ financial goals, priorities, concerns, and long-term plans
• Learn and apply a comprehensive financial planning process
• Help clients evaluate financial planning strategies aligned with goals and needs, within applicable professional and regulatory requirements
• Work alongside experienced professionals and planning specialists to support client relationships
• Build a professional network through introductions, referrals, networking, and business development
• Identify opportunities to develop new client relationships and grow an advisory practice
• Develop communication, relationship-management, and business-development skills
• Complete required training and pursue applicable insurance and securities licenses and registrations
• Continue building financial knowledge, professional capabilities, and client-service skills
• Take ownership of professional development and work toward a sustainable, long-term advisory career
• Maintain high standards of integrity, professionalism, and client service

Requirements

• Strong interpersonal and communication skills
• Ability to build trust and develop meaningful professional relationships
• Initiative, accountability, and a commitment to personal growth
• Critical-thinking and practical problem-solving skills
• Confidence meeting new people and developing a professional network
• Willingness to learn a new industry and develop new professional capabilities
• Growth-oriented mindset with focus on long-term goals
• High standards of integrity and professionalism
• Genuine interest in helping others make informed decisions
• Motivation to build relationships and pursue business-development opportunities
• Persistence, self-discipline, and willingness to take responsibility for results
• Willingness and ability to obtain the insurance and securities licenses and registrations required for the role
• Prepared to invest time in training, professional development, and building client relationships
• Comfort with commission-based compensation and variable income tied to developing an advisory practice

Compensation

• $50,000 - $60,000 per year

Training, Mentorship, and Professional Development

• Access to training, coaching, mentorship, planning resources, and experienced professionals
• As you progress, develop technical knowledge, professional judgment, and practical skills to serve clients effectively
• No expectation to know everything on day one; emphasis on taking development seriously, staying open to feedback, and owning growth

About Peachtree Planning

• Financial planning begins with the client rather than a financial product
• Purpose includes serving clients and teammates while creating positive outcomes and generational impact
• Provides training, mentorship, technology, resources, and support to help motivated professionals build meaningful careers in financial planning

Experience

• Previous financial-services experience is not required
• Experience in sales, business development, management, healthcare, education, hospitality, consulting, or other relationship-focused fields may be valuable
• Candidates should be prepared to invest time and effort in training, professional development, and building client relationships

Location: Brentwood, TN (onsite)