Financial Professional

PEACHTREE PLANNING OF TENNESSEE, LLC; Brentwood (TN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive onboarding

Training and ongoing mentorship

Licensing support

Competitive compensation

Job summary

PEACHTREE PLANNING OF TENNESSEE, LLC in Brentwood, TN is expanding its advisory team and welcomes both career changers and experienced financial advisors. The role emphasizes building meaningful client relationships and providing comprehensive financial planning.

Applicants will receive structured training, mentorship, and the opportunity for professional growth. Ideal candidates possess strong communication skills and a desire for a client-focused career in insurance and investments.

Qualifications

• No prior financial services experience is required; structured training provided.
• High ethical standards and a client-first mindset are essential.
• Desire for continuous learning and professional growth.

Responsibilities

• Build trusted, long-term relationships with clients.
• Help individuals plan for retirement and financial goals.
• Provide guidance across insurance solutions and investment strategies.
• Continuously grow your professional knowledge.

Skills

Strong communication skills

Interpersonal skills

Coachable

Self-motivated

Goal-oriented

Job description

Career changers and experienced advisors are welcome. Are you looking for a career where your work genuinely improves people’s lives—while also offering long‑term income potential, autonomy, and professional growth?

We are expanding our advisory team and are actively seeking motivated career changers as well as experienced financial advisors and planners who want to build (or continue building) a meaningful, client‑focused practice in insurance, investments, and holistic financial planning.

Who This Opportunity Is For

Career Changers

• Professionals exploring a more purposeful, people‑centered career
• Individuals with strong communication skills and a desire to learn
• Those seeking long‑term growth, flexibility, and income potential
• No prior financial services experience is required. We provide structured training, licensing support, mentorship, and a clear development path.

Experienced Advisors / Planners

• Advisors seeking better support, flexibility, or alignment with client‑first values
• Professionals interested in expanding their planning capabilities or business model
• Those who want to grow without unnecessary bureaucracy or limitations
• You bring your experience—we provide the platform, resources, and support to help you scale.

What You’ll Do

• Build trusted, long‑term relationships with clients
• Help individuals and families plan for retirement, protection, wealth accumulation, and legacy goals
• Provide guidance across insurance solutions, investment strategies, and comprehensive financial planning
• Continuously grow your professional knowledge and practice

What We Offer

• Comprehensive onboarding, training, and ongoing mentorship
• Licensing and professional development support
• In‑office collaboration in Brentwood, TN
• Competitive compensation with long‑term income potential
• A collaborative, growth‑oriented environment focused on integrity and client outcomes

Ideal Traits

• Strong interpersonal and communication skills
• Coachable, self‑motivated, and goal‑oriented
• High ethical standards and a client‑first mindset
• Desire for continuous learning and professional growth

Apply directly through LinkedIn by submitting your resume to be considered.