Financial Advisor — Build Relationships, Learn & Grow

Peachtree Planning Corporation; Brentwood (TN); On-site; USD 50,000 - 60,000; Full time

Job summary

Peachtree Planning Corporation is seeking a Financial Advisor in Brentwood, TN, to build lasting client relationships and guide families and business owners through financial planning. The role emphasizes relationship development, ongoing learning, and professional growth within an advisory practice.

You don’t need prior financial-services experience; training, mentorship, and licensing support are provided as you establish your practice and client network.

Qualifications

• Strong interpersonal and communication skills.
• Ability to build trust and develop meaningful professional relationships.
• Willingness to obtain licenses and registrations for the role.
• Initiative, accountability, and commitment to personal growth.

Responsibilities

• Develop relationships with individuals, families, business owners, and other professionals.
• Learn to understand clients’ financial goals, concerns, priorities, and personal circumstances.
• Learn and apply a comprehensive financial planning process.
• Help clients explore financial planning strategies aligned with their goals and needs, under applicable professional and regulatory requirements.
• Work alongside experienced professionals and planning specialists to support client relationships.
• Build a professional network and develop new client relationships through introductions, referrals, networking, and business development.
• Develop the communication, relationship-management, and business-development skills needed to build an advisory practice.
• Complete required training and pursue applicable insurance and securities licenses and registrations.
• Continue developing financial knowledge, professional capabilities, and client-service skills.
• Take ownership of professional development and work toward building a sustainable, long-term advisory career.

Skills

Interpersonal skills

Relationship building

Initiative & accountability

Critical thinking

Networking confidence

Curiosity to learn

Growth mindset

Integrity

Helping others

Business development

Licensing readiness

Job description

Peachtree Planning Corporation is seeking a Financial Advisor in Brentwood, TN, to build lasting client relationships and guide families and business owners through financial planning. The role emphasizes relationship development, ongoing learning, and professional growth within an advisory practice.

You don’t need prior financial-services experience; training, mentorship, and licensing support are provided as you establish your practice and client network.