Career-Transition Financial Advisor

Peachtree; Brentwood (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

Peachtree Planning in Brentwood, Tennessee seeks accomplished professionals to transition into a Financial Advisor role. This in-office opportunity recognizes the value of your experience, relationships, judgment, and leadership in shaping client plans.

You will become a trusted advisor to individuals, families, and business owners, helping them define goals and make thoughtful financial decisions while benefiting from training, mentorship, and a collaborative environment.

Qualifications

• Track record of success and personal accountability.
• Strong ability to build relationships and communicate with diverse people.
• Ability to understand complex situations and help clients make informed decisions.

Responsibilities

• Become a trusted advisor to individuals, families, and business owners.
• Help clients understand their current financial situation and define future goals.
• Assist clients in making thoughtful financial decisions and planning steps.

Skills

Relationship building

Communication

Judgment

Leadership

Entrepreneurial spirit

Job description

Peachtree Planning in Brentwood, Tennessee seeks accomplished professionals to transition into a Financial Advisor role. This in-office opportunity recognizes the value of your experience, relationships, judgment, and leadership in shaping client plans.

You will become a trusted advisor to individuals, families, and business owners, helping them define goals and make thoughtful financial decisions while benefiting from training, mentorship, and a collaborative environment.