Financial Advisor

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

Financial Advisor – Career Transition Opportunity

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.

Compensation: $50,000 - $65,000

Qualifications

• Bachelor’s degree or equivalent combination of professional experience, education, and demonstrated success.
• Proven ability to build relationships, communicate effectively, and earn the trust of others.
• Strong interpersonal, listening, problem-solving, and critical-thinking skills.
• Driven, accountable, growth-minded, and self-motivated, with a desire to build a successful professional 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.
• Genuine interest in helping individuals, families, and business owners make better financial decisions.
• Willingness and ability 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.