Senior Financial Advisor: Grow Your Practice

Peachtree Planning Corporation; Brentwood (TN); On-site; USD 100,000 - 150,000; Full time

Job summary

Peachtree Planning Corporation is seeking an experienced Financial Advisor to lead a growing practice in Brentwood, TN. This opportunity emphasizes client-first, comprehensive financial planning with independence and strong collaboration with a larger planning organization to scale value for clients.

The role targets advisors who have built trust with clients, desire to deepen planning, and want long-term continuity and legacy for their practice.

Qualifications

• Established track record of success as a Financial Advisor.
• Experience building and maintaining meaningful, long-term client relationships.
• Commitment to comprehensive, client-focused financial planning.
• Strong understanding of financial planning and the ability to address complex client needs.
• Exceptional communication, listening, relationship-building, and interpersonal skills.
• Growth-minded approach to building a practice.
• Desire to continue developing professionally and financially.
• Ability to work collaboratively while maintaining independence and ownership of your practice.
• Interest in building long-term value, continuity, and an eventual legacy for your practice.
• Appropriate financial services licenses and credentials required for the role.

Responsibilities

• Proven track record of success as a Financial Advisor.
• Experience building and keeping meaningful, long-term client relationships.
• Real commitment to comprehensive, client-first financial planning.
• Strong planning knowledge and the ability to handle complex client needs.
• Excellent communication, listening, and relationship-building skills.
• A growth mindset toward building your practice.
• Drive to keep growing professionally and financially.
• Ability to collaborate while keeping independence and ownership of your practice.
• Interest in building long-term value, continuity, and legacy for your practice.
• Financial services licenses and credentials appropriate to the role.

Skills

Established track record

Long-term client relationships

Client-focused financial planning

Strong communication skills

Independent practice ownership

Collaboration with resources

Value continuity and legacy

Licensing and credentials

Education

Licenses and credentials for financial services

Job description

Peachtree Planning Corporation is seeking an experienced Financial Advisor to lead a growing practice in Brentwood, TN. This opportunity emphasizes client-first, comprehensive financial planning with independence and strong collaboration with a larger planning organization to scale value for clients.

The role targets advisors who have built trust with clients, desire to deepen planning, and want long-term continuity and legacy for their practice.