Entry-Level Financial Advisor: Purpose & Growth Path

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

Job summary

Peachtree Planning in Brentwood, TN seeks a Financial Advisor to build a purpose-driven advisory practice within an in-office setting. You’ll nurture client relationships, guide families and business owners through comprehensive planning, and grow your practice through referrals and trusted networks.

The role welcomes professionals from diverse backgrounds and emphasizes mentorship, ongoing education, and a collaborative culture as you develop into a trusted financial advisor with meaningful

Qualifications

• Proven ability to develop and maintain strong, long-term client relationships.
• Demonstrated record of professional success and practice growth.
• Strong commitment to client-focused, comprehensive financial planning.
• Exceptional communication, listening, relationship-building, and interpersonal skills.
• Entrepreneurial and growth-minded, with a desire to continue developing professionally.

Responsibilities

• Build and deepen long-term relationships with individuals, families, business owners, and professionals.
• Lead clients through a comprehensive financial planning process focused on their goals, priorities, and evolving needs.
• Develop and implement strategies across wealth accumulation, investments, risk management, retirement, estate planning, and business planning, as appropriate.
• Grow and manage a successful advisory practice through existing relationships, referrals, professional networks, and new client opportunities.
• Serve as a trusted advisor, helping clients navigate important financial decisions and life transitions.
• Contribute to a professional culture of mentorship, collaboration, leadership, and continuous development.

Skills

Client relationships

Professional growth

Financial planning

Communication skills

Entrepreneurial mindset

Job description

Peachtree Planning in Brentwood, TN seeks a Financial Advisor to build a purpose-driven advisory practice within an in-office setting. You’ll nurture client relationships, guide families and business owners through comprehensive planning, and grow your practice through referrals and trusted networks.

The role welcomes professionals from diverse backgrounds and emphasizes mentorship, ongoing education, and a collaborative culture as you develop into a trusted financial advisor with meaningful