Independent Financial Advisor — Mentored Practice

Peachtree Planning; Knoxville (TN); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) + Matching

Dental, Vision & Health Insurance

Paid Training & Professional Dev.

Referral Program

Life Insurance

Retirement Plan

Job summary

Peachtree Planning is seeking a Financial Professional / Team Leader to build your own practice while leveraging our mentorship, reputation, and infrastructure in Knoxville, TN. You will guide clients through retirement, investments, and insurance with customized strategies and ongoing relationship management.

You’ll work independently yet collaborate with a nationwide network of professionals, delivering comprehensive financial solutions tailored to client goals and life stages.

Qualifications

• 1+ years of experience in financial services or sales (preferred).
• A strong understanding of financial planning, investment principles, and client service.
• Excellent communication, relationship-building, and analytical skills.
• Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms.

Responsibilities

• Build and maintain relationships through outreach, networking, and community engagement.
• Support the development of personalized financial strategies based on individual client situations.
• Learn to present appropriate planning solutions including protection and investments to help clients meet long-term goals.
• Work closely with your team and learn from experienced advisors through collaboration.
• Stay up to date on financial concepts, industry tools, and planning best practices.
• Maintain a strong commitment to professionalism, ethical standards, and compliance guidelines.

Skills

Experience in financial services or)

Financial planning

Communication

CRM platforms

Tools

Microsoft Office

Google Suite

CRM platforms

Job description

Peachtree Planning is seeking a Financial Professional / Team Leader to build your own practice while leveraging our mentorship, reputation, and infrastructure in Knoxville, TN. You will guide clients through retirement, investments, and insurance with customized strategies and ongoing relationship management.

You’ll work independently yet collaborate with a nationwide network of professionals, delivering comprehensive financial solutions tailored to client goals and life stages.