Personal Financial Advisor

Peachtree Planning Corporation; Knoxville (TN); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Life insurance

Health, dental, and vision insurance

401(k) with matching

Paid training and professional dev.

Bonuses up to $5,000 in first 60 days

Job summary

Peachtree Planning Corporation is seeking a driven financial professional to build and lead a personal financial services practice with full infrastructure, mentorship, and brand backing in Knoxville, TN. You will engage clients through high-touch communication and data-driven strategies, translating complex needs into tailored financial plans for individuals, families, and business owners.

Independence within a collaborative team, focus on retirement, risk management, investments and related

Qualifications

• 1+ years of experience in business development, tech sales, financial services, or a related client-facing role.
• An understanding of financial principles, client relationship management, and solution-based selling.
• Strong interpersonal and analytical skills; the ability to translate complex challenges into clear action plans.
• Familiarity with CRM platforms, digital productivity tools (Google Suite, Microsoft Office), and a comfort with data.

Responsibilities

• Support the design of customized, long-term financial strategies based on each client’s goals and stage of life.
• Present tailored planning solutions that are both protective and growth-oriented to help clients succeed financially.
• Collaborate closely with your team, leaning into mentorship and shared expertise.
• Stay ahead of trends in finance, tech-enabled tools, and regulatory changes.
• Maintain a strong ethical standard, ensuring compliance and professionalism in all client interactions.

Skills

Sales experience

Business development

Client relationship management

Data-informed strategy

CRM familiarity

Tools

CRM systems

Google Suite

Microsoft Office

Job description

At Peachtree Planning, financial balance is more than a concept, it is the foundation of how we serve our clients and support our advisors. Our mission is to help individuals, families and closely held businesses build lasting financial confidence. If you're driven, value autonomy in your career, and are passionate about helping others succeed, a financial professional position with our team may be the right next step.

What You’ll Do

• Leverage your sales background to build your own financial services practice with the full support of our infrastructure, mentorship, and brand reputation.
• Lead client engagement through high-touch communication, data-informed strategy, and authentic relationship building.
• Translate complex needs into customized financial strategies, just like you would for a high-growth business only this time, for individuals, families, and entrepreneurs.
• Operate with independence while collaborating with a high-performing team of professionals.
• Guide clients through retirement planning, risk management, investments, insurance, and beyond.

Key Responsibilities

• Support the design of customized, long-term financial strategies based on each client’s goals and stage of life.
• Present tailored planning solutions that are both protective and growth-oriented to help clients succeed financially.
• Collaborate closely with your team, leaning into mentorship and shared expertise.
• Stay ahead of trends in finance, tech-enabled tools, and regulatory changes.
• Maintain a strong ethical standard, ensuring compliance and professionalism in all client interactions.

What We’re Looking For

• 1+ years of experience in business development, tech sales, financial services, or a related client-facing role.
• An understanding of financial principles, client relationship management, and solution-based selling.
• Strong interpersonal and analytical skills; the ability to translate complex challenges into clear action plans.
• Familiarity with CRM platforms, digital productivity tools (Google Suite, Microsoft Office), and a comfort with data.

Preferred Licenses (or willingness to obtain):

• Life & Health Insurance License
• Series 66
• Base salary (subject to validation based on production) + incentive compensation with unlimited earnings potential
• Up to $5,000 in activity-based bonuses during your first 60 days of pre-contract activity
• 401(k) with matching
• Health, dental, and vision insurance
• Paid training and professional development
• Life insurance and retirement plan

• Proven success through mentorship and coaching
• Ability to create a flexible schedule
• Part of a National Network for support and development
• A mission that aligns with helping others reach financial freedom

Location:

• Knoxville, TN (On-site position)

Peachtree Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA / SIPC . OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #[phone]. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. 8270049.1 (Exp. 8/27)