Financial Advisor

WizeHire, Inc; 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

What If Your Next Career Built on Everything You've Already Accomplished?

Financial Advisor – Career Transition Opportunity
Peachtree Planning | Brentwood, Tennessee | In-office

Changing careers doesn't mean starting over.

The experience, relationships, judgment, communication skills, leadership, and professional credibility you've developed throughout your career can become the foundation for something new.

For many successful professionals, there comes a point when career decisions are no longer simply about the next promotion or the next position.

The questions become more meaningful:

Am I building the career and life I really want?
Does the work I do still challenge and fulfill me?
Do I have enough control over where my career ultimately takes me?

If those questions sound familiar, it may be time to explore a different path.

At Peachtree Planning, we are looking for accomplished professionals interested in transitioning their experience and abilities into a career as a Financial Advisor.

Financial-services experience is not required.

What matters more is the person you've become through your professional experience—and what you want to build next.

You May Be a Strong Fit If You:

• Have a track record of success and personal accountability

• Build relationships naturally and communicate well with different types of people

• Enjoy understanding complex situations and helping others make better decisions

• Are entrepreneurial and motivated by the opportunity to create something of your own

• Value independence but also appreciate coaching, mentorship, and collaboration

• Are comfortable being responsible for your own results

• Want your professional success to create meaningful value for other people

• Are looking for a career with significant long-term growth potential

A Career Built Around People

The best financial advisors do much more than discuss investments or financial products.

They become trusted advisors.

They help individuals, families, and business owners understand where they are today, define where they want to go, and make thoughtful financial decisions along the way.

That requires technical knowledge—but it also requires qualities that are developed through experience:

Judgment. Curiosity. Empathy. Communication. Leadership. Discipline. And the ability to earn trust.

Those qualities may already be among your greatest professional strengths.

Why Peachtree Planning?

At Peachtree Planning, we believe financial planning should be comprehensive, collaborative, and centered on the client.

We exist for the benefit of clients and teammates—for positive outcomes and generational impact in their lives.

For professionals making a career transition, that means you aren't expected to figure everything out on your own.

We provide training, mentorship, planning resources, technology, and a professional environment designed to help talented people develop the knowledge and skills required to build a successful advisory practice.

You bring the experience, character, relationships, and desire to succeed.

We help you learn how to apply those strengths to financial planning.

This Career May Be Worth Exploring If...

• You've achieved success, but you're ready to build something that feels more personally meaningful.

• You want greater ownership over your career, your growth, and the results you create.

• You want your relationships, judgment, and experience to become valuable professional assets—not just items on a résumé.

• You're looking for a career with the potential to create both financial success and a lasting impact on the people you serve.

A career change is a significant decision. It should be.

But exploring one doesn't require making that decision today.

If you've reached a point where you're beginning to wonder “What's next?”, we'd welcome the opportunity to introduce you to financial planning and have a conversation about what a career at Peachtree Planning could look like.

Your next career doesn't have to start from scratch.

It can start with everything you've already built.

Planning with Purpose. Partnership for Life.
Where Clients and Advisors Thrive.