Launch Your Own Financial Advisory Practice

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

Job summary

Peachtree Planning Corporation is seeking a Personal Financial Advisor in Brentwood, TN. The role focuses on developing lasting client relationships, guiding individuals, families, and business owners through financial decisions, and growing an advisory practice.

Training, mentorship, and licensing support are included. Compensation is commission-based with potential earnings between $50,000 and $60,000 annually.

Qualifications

• Strong interpersonal and communication skills.
• Ability to build trust and develop meaningful professional relationships.
• Initiative, accountability, and a commitment to personal growth.
• Critical-thinking and practical problem-solving skills.
• Confidence meeting new people and developing a professional network.
• Willingness to learn a new industry and develop new capabilities.
• Growth mindset and ability to work toward long-term goals.
• Integrity and high professional standards.
• Willingness and ability to obtain insurance and securities licenses.
• Experience in sales, business development, or related relationship-focused fields is valuable.

Responsibilities

• Develop and maintain professional relationships with individuals, families, business owners, and other professionals.
• Learn to understand clients' financial goals, priorities, concerns, and long-term plans.
• Learn and apply a comprehensive financial planning process.
• Help clients explore financial planning strategies aligned with their goals and needs, within applicable professional and regulatory requirements.
• Work alongside experienced professionals and planning specialists to support client relationships.
• Build a professional network through introductions, referrals, networking, and business development.
• Identify opportunities to develop new client relationships and grow an advisory practice.
• Develop communication, relationship-management, and business-development skills.
• 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.
• Maintain high standards of integrity, professionalism, and client service.

Skills

Interpersonal skills

Communication

Relationship building

Initiative

Accountability

Networking

Problem-solving

Integrity

Sales / business development

Licensing readiness

Job description

Peachtree Planning Corporation is seeking a Personal Financial Advisor in Brentwood, TN. The role focuses on developing lasting client relationships, guiding individuals, families, and business owners through financial decisions, and growing an advisory practice.

Training, mentorship, and licensing support are included. Compensation is commission-based with potential earnings between $50,000 and $60,000 annually.