Financial Advisor

Peachtree Planning Corporation; Knoxville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

Peachtree Planning Corporation in Knoxville, TN is seeking a Financial Advisor to work directly with individuals, families, and business owners. You will assess financial situations, identify goals, and develop tailored strategies for planning, investments, retirement, and risk management.

Responsibilities include client meetings, data gathering, presenting recommendations, implementing plans, and ongoing reviews.

Qualifications

• Experience in financial planning and advisory with long-term client relationships.
• Able to explain investment options and risks clearly to clients.
• Knowledge of retirement planning, accumulation, and legacy strategies.
• Excellent communication, interpersonal, and presentation skills with an ethical approach.

Responsibilities

• Meet with clients to assess financial situations and goals.
• Gather and analyze financial data to develop tailored plans.
• Prepare and present recommendations and implement agreed strategies.
• Conduct ongoing portfolio and plan reviews; monitor market and regulatory changes.
• Maintain detailed client records and collaborate with internal/external professionals.

Skills

Financial Planning

Client Relationships

Investment Knowledge

Communication Skills

CRM Software

Education

Bachelor's degree in Finance/Investments

Tools

Financial planning software

Job description

Company Description Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners, helping them create and maintain personalized strategies to maximize their time, money, and long-term impact. The firm serves clients at all stages of life, from early career professionals to those planning for retirement and beyond, focusing on building long-term advisory relationships. Peachtree Planning is an Agency of The Guardian Life Insurance Company of America® (Guardian), with securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. As part of a broader financial services network, the firm emphasizes responsible guidance while encouraging clients to seek specialized tax, legal, and accounting advice from qualified professionals. This structure allows advisors to offer comprehensive, relationship-based financial planning supported by established industry partners.

Role Description This is a full-time, on-site Financial Advisor role based in Knoxville, TN. The Financial Advisor will work directly with individuals, families, and business owners to assess their financial situations, identify goals, and develop tailored strategies for financial planning, investments, retirement planning, and risk management. Day-to-day responsibilities include meeting with clients, gathering and analyzing financial data, preparing and presenting recommendations, and implementing agreed-upon strategies. The role also involves ongoing portfolio and plan reviews, monitoring market and regulatory changes, and maintaining detailed records to support long-term client relationships. Advisors will collaborate with internal partners and external professionals as needed to help clients make informed, confident financial decisions.

Qualifications

• Demonstrated proficiency in Financial Planning and Financial Advisory, including developing personalized strategies and maintaining long-term client relationships.
• Strong knowledge of Finance and Investments, with the ability to explain options and risks clearly to clients.
• Experience or training in Retirement Planning, including accumulation, distribution, and legacy strategies.
• Excellent communication, interpersonal, and presentation skills, with a client-focused and ethical approach.
• Ability to work on-site in Knoxville, TN, manage multiple client relationships, and use financial planning and CRM software effectively.
• Licensing for securities and insurance products, or willingness and ability to obtain required licenses within a designated timeframe.