Entry-Level Financial Advisor

Job Description

Job Description

Financial Advisor – Build a Career With Purpose

Peachtree Planning | Brentwood, Tennessee | In-office

You’ve worked hard to build your career. You’ve developed skills, earned the confidence of others, handled competing priorities, solved difficult problems, and learned what matters to you professionally.

But what if your next career could offer something more?

More purpose. More opportunity. More ownership of your future.

At Peachtree Planning, we are looking for accomplished professionals who are interested in exploring a career as a Financial Advisor —including those who have never worked in financial services.

You don't need to start over.

The relationship skills, leadership, communication, judgment, resilience, and professional experience you've already developed can become some of your greatest assets in financial planning.

You May Thrive in This Career If You:

• Build strong relationships and genuinely enjoy helping people succeed

• Want meaningful work combined with significant professional and income growth potential

• Are motivated, accountable, and want greater ownership of your career

• Want to build something lasting—for yourself, your family, and the people you serve

A Career Centered on People

Financial planning isn't simply about numbers, investments, or financial products.

It's about understanding people.

Great financial advisors listen carefully. They ask good questions. They understand what matters to their clients and help individuals, families, and business owners make thoughtful decisions about their financial lives.

They become trusted partners during some of life's most important moments and decisions.

For someone who values relationships, problem-solving, continuous learning, and making a meaningful difference, financial planning can provide an uncommon combination of purpose and professional opportunity .

You Don't Need a Financial Background

Some of the qualities that can make someone an exceptional advisor aren't learned in a finance textbook.

Empathy. Curiosity. Communication. Discipline. Confidence. Resilience. Leadership. The ability to earn trust.

If you've developed those qualities throughout your career, you may already possess an important part of what it takes to succeed.

We can help you develop the financial knowledge and professional skills that come next.

Why Peachtree Planning?

At Peachtree Planning, we believe financial planning should be comprehensive, collaborative, and centered on the client.

We exist for the benefit of clients and teammates—for positive outcomes and generational impact in their lives.

For professionals entering financial services, we provide training, mentorship, planning resources, technology, and a professional environment designed to help you develop into a successful Financial Advisor.

You bring your experience, relationships, work ethic, and desire to grow.

Together, we build from there.

Maybe You're Not Looking for Another Job.

Maybe you're looking for a career that allows you to become more.

A career where your ability to connect with people matters.

Where your success can create success for others.

Where you can continue developing professionally while building something that belongs to you.

And where the work you do today can create an impact that lasts well beyond today.

You don't have to decide whether financial planning is right for you before having a conversation.

You simply need to be open to exploring what's possible.

If you've been thinking about your next professional chapter, we'd welcome the opportunity to introduce you to Peachtree Planning and the career of a Financial Advisor.

Your experience brought you this far.

Where could it take you next?

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

Compensation:

$50,000 - $65,000

Responsibilities:

• Build and deepen long-term relationships with individuals, families, business owners, and professionals.

• Lead clients through a comprehensive financial planning process focused on their goals, priorities, and evolving needs.

• Develop and implement strategies across wealth accumulation, investments, risk management, retirement, estate planning, and business planning , as appropriate.

• Grow and manage a successful advisory practice through existing relationships, referrals, professional networks, and new client opportunities .

• Serve as a trusted advisor , helping clients navigate important financial decisions and life transitions.

• Contribute to a professional culture of mentorship, collaboration, leadership, and continuous development .

Qualifications:

• Proven ability to develop and maintain strong, long-term client relationships .

• Demonstrated record of professional success and practice growth .

• Strong commitment to client-focused, comprehensive financial planning .

• Exceptional communication, listening, relationship-building, and interpersonal skills .

• Entrepreneurial and growth-minded , with a desire to continue developing professionally.

About Company

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.

Our purpose is simple: to serve clients and teammates while creating positive outcomes and generational impact in their lives.

We provide the training, mentorship, technology, resources, and support to help motivated individuals build meaningful careers in financial planning. Whether your background is in sales, education, healthcare, hospitality, management, or another field, the skills you’ve developed may have a place here.

You don’t need to have your entire career figured out. You just need the curiosity to learn, the willingness to grow, and the desire to make a difference.

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