Entrepreneurial Financial Advisor: Build Your Practice

Peachtree Planning; Brentwood (TN); On-site; USD 50,000 - 65,000; Full time

Job summary

Peachtree Planning in Brentwood, TN, invites accomplished professionals seeking a career transition into financial advising. This in-office opportunity leverages your career experience to help individuals, families, and business owners plan for the future.

You’ll build relationships, apply a comprehensive financial planning process, and collaborate with a team that supports mentorship, training, and development as you establish a thriving advisory practice.

Qualifications

• Bachelor’s degree or equivalent combination of experience and education.
• Proven ability to build relationships, communicate effectively, and earn trust.
• Strong interpersonal, listening, problem-solving, and critical-thinking skills.
• Driven, accountable, growth-minded, and self-motivated, with a desire to build a successful practice.
• Demonstrated success in a professional environment such as sales, leadership, management, business development, consulting, healthcare, education, entrepreneurship, or professional services.
• Entrepreneurial mindset with a willingness to take ownership of personal development and results.
• Willingness to obtain all required insurance and securities licenses and registrations within established timeframes.
• Willingness to participate in ongoing training, coaching, mentorship, and professional development.
• High standards of integrity, professionalism, ethical conduct, and client care.
• Financial-services experience is not required; demonstrated professional success and the ability to learn and grow are highly valued.

Responsibilities

• Develop and build long-term relationships with individuals, families, business owners, and professionals.
• Learn and apply a comprehensive financial planning process to understand clients’ goals, priorities, concerns, and financial needs.
• Work with clients to develop and implement personalized financial strategies designed around their goals.
• Build and grow an advisory practice through relationship development, referrals, networking, and new client introductions.
• Develop the financial knowledge and professional skills necessary to become a trusted financial advisor to clients.
• Participate in Peachtree Planning’s training, coaching, mentorship, and professional development programs.
• Utilize the firm’s planning resources, technology, and specialist expertise to develop appropriate client strategies.

Skills

Relationship building

Communication

Earn trust

Interpersonal skills

Accountability

Growth mindset

Self-motivation

Education

Bachelor’s degree or equivalent combination of experience and education

Job description

Peachtree Planning in Brentwood, TN, invites accomplished professionals seeking a career transition into financial advising. This in-office opportunity leverages your career experience to help individuals, families, and business owners plan for the future.

You’ll build relationships, apply a comprehensive financial planning process, and collaborate with a team that supports mentorship, training, and development as you establish a thriving advisory practice.