Personal Financial Advisor

Buyidahorealestate; Brentwood (TN); Hybrid; USD 70,000 - 120,000; Full time

Job summary

Peachtree Planning is seeking a motivated Financial Advisor who wants to build something meaningful by developing lasting client relationships and an advisory practice. You’ll learn the financial planning process through training, mentorship, and ongoing professional development, while helping clients navigate financial decisions with care and purpose.

The role emphasizes relationship building, business development, and personal accountability, with compensation tied to performance in a

Qualifications

• You may come from sales, business development, management, healthcare, hospitality, education, or another professional background.

Responsibilities

• Develop and nurture client relationships to build an advisory practice.
• Help clients with financial planning decisions and long-term goals.
• Learn the financial planning process through training, mentorship, and resources.

Skills

Relationship building

Communication

Business development

Networking

Job description

Personal Financial Advisor - Build Something That’s Yours

What If Your Next Career Was About Building Something of Your Own?

Some people are looking for their next job.

Others are looking for an opportunity to build something bigger—a career they can shape, relationships they can grow, and a future they can take an active role in creating.

At Peachtree Planning, we’re looking for motivated, relationship-oriented professionals who want more than simply moving from one position to the next.

We’re looking for people who are willing to take initiative, develop meaningful professional relationships, learn a new industry, and work toward building a lasting career in financial planning.

You may come from sales, business development, management, healthcare, hospitality, education, or another professional background.

What matters most is your ambition, your ability to connect with people, and your willingness to put in the work required to grow.

Because sometimes the right opportunity isn't just about finding your next job. It's about discovering what you're capable of building.

Build a Career Around Relationships

Financial planning is about much more than numbers, markets, or investments.

It's about people.

It's about understanding what matters to a family, helping a business owner think through the future, or guiding someone through important financial decisions with greater clarity and confidence.

As a Financial Advisor with Peachtree Planning, you'll work toward developing lasting relationships with individuals, families, and business owners while learning how to help them navigate their financial lives.

You'll combine communication, problem-solving, relationship building, and business development in a profession where trust matters, and relationships can grow over time.

For someone who enjoys working with people and building something meaningful, financial planning offers an opportunity to put those strengths to work in a new way.

Your Ambition Has Somewhere to Go

What motivates you?

Maybe it's the satisfaction of reaching a difficult goal. Maybe it's the challenge of developing new relationships, creating opportunities, or seeing the results of your hard work.

Maybe you want greater ownership of your professional development and a career that challenges you to keep improving.

Those motivations can be valuable in financial planning.

As you develop your knowledge and experience, you'll have the opportunity to work toward building a professional network, developing client relationships, and growing an advisory practice.

That journey requires patience, discipline, persistence, and a willingness to learn. Success doesn't happen overnight, and results depend on the effort you invest and the relationships you develop.

For the right person, the opportunity is about more than the next position. It's about building skills, professional relationships, and a career with room to grow.

Training, Mentorship, and Professional Development

You don't need to arrive with years of financial-services experience to explore this opportunity.

At Peachtree Planning, you'll have access to training, coaching, mentorship, planning resources, and experienced professionals who can support your development.

As you progress, you'll work toward developing the technical knowledge, professional judgment, and practical skills needed to serve clients effectively.

There will be a learning curve. Building a client base takes time. Developing a successful advisory practice requires consistent effort.

You are expected to take your development seriously, remain open to feedback, and take responsibility for your growth.

Your Effort. Your Development. Your Opportunity.

This is a commission-based opportunity, with compensation determined by the applicable commission structure and your results.

As you develop your skills, cultivate client relationships, and build your advisory practice, you'll have the opportunity to grow professionally and pursue greater earning potential.

This path requires initiative, persistence, and a willingness to invest in your own development. Income is not guaranteed, and results will vary.

For someone who values relationship building, business development, and personal accountability, it can be an opportunity to take an active role in shaping their professional future.

Why Peachtree Planning?

At Peachtree Planning, we believe financial planning should begin with the client—not with a financial product.

Every individual, family, and business owner has a different story, different priorities, and a different vision for the future.

Our approach begins with understanding those differences and helping clients make informed decisions about the resources they've worked hard to build and the future they want to create.

We believe meaningful professional relationships are built on trust, thoughtful guidance, accountability, and a commitment to doing what is right for the client.

For an advisor, that means working toward more than transactions. It means developing the knowledge, relationships, and professional discipline required to become a trusted resource over time.

Ready to Build Something Different?

You may be successful in your current career. You may be ready for a new challenge. Or you may simply be curious about what else is possible.

You don't have to have every detail of your future figured out to start a conversation.

If you're ambitious, relationship-oriented, and interested in exploring a career where you can continue learning, developing relationships, and building toward long-term goals, we'd welcome the opportunity to connect.

Bring your drive. Bring your perspective. Bring your willingness to grow.

Let's explore what you could build with Peachtree Planning.

About Peachtree Planning

At Peachtree Planning, we believe financial planning is about much more than numbers. It's about people, relationships, problem-solving, and helping others build a better future.

We provide training, mentorship, technology, resources, and support to help motivated professionals develop meaningful careers in financial planning.

We believe that when clients and advisors work together with purpose, the impact can extend far beyond today.

Planning with Purpose. Partnership for Life. Where Clients and Advisors Thrive.