Financial Advisor

Job Description

Job Description

Financial Advisor — A New Career Built Around Relationships

What If Your Experience Could Lead Somewhere New?

You’ve built a career. You’ve developed skills, earned trust, solved problems, and learned what it takes to succeed.

But what if the next chapter of your professional life looked different from the one you originally imagined?

At Peachtree Planning, we’re looking for motivated professionals who are ready to explore a career in financial planning—individuals who bring strong communication skills, a relationship-driven mindset, professional ambition, and a genuine interest in helping others.

You don’t need to have spent your career in financial services. Your experience may have prepared you for this opportunity in ways you haven’t yet considered.

If you enjoy building relationships, solving problems, developing business, and helping people make important decisions, this could be a career worth exploring.

A Profession Where Relationships Matter

Financial planning is about people, their priorities, and the future they want to build.

As a Financial Advisor with Peachtree Planning, you’ll work toward developing lasting relationships with individuals, families, and business owners. You’ll learn to understand their goals, identify opportunities, and help them make informed financial decisions.

This profession combines relationship building, problem-solving, business development, and ongoing professional learning.

It also offers the opportunity to build a career around work that can make a meaningful difference in people's lives.

Your Background May Be More Relevant Than You Think

Successful professionals develop transferable skills in many different industries.

You may have learned to build trust in healthcare, communicate under pressure in hospitality, develop relationships in sales, lead teams in management, or guide others through important decisions in education.

Those experiences matter.

You don’t need to have every answer today. You do need to be willing to learn, work consistently, and take ownership of your development.

Training, Mentorship, and Professional Development

Entering a new industry takes commitment, but you don’t have to arrive knowing everything.

Peachtree Planning provides training, coaching, mentorship, planning resources, and access to experienced professionals to support your development.

You’ll have the opportunity to learn the technical side of financial planning while developing the communication, relationship-management, and business skills that support an advisory practice.

Building a successful practice takes time, persistence, and consistent effort. Income and career progression depend on performance and the structure of the opportunity.

Why Peachtree Planning?

We believe financial planning should begin with the client—not with a financial product.

Every client has a unique story, different priorities, and a different vision for the future. Our approach centers on understanding those differences and helping people make informed decisions about the financial lives they want to build.

Our purpose is to serve clients and teammates while creating positive outcomes and generational impact.

We value professionals who take their responsibilities seriously, approach relationships thoughtfully, and understand that trust is earned over time.

Could This Be Your Next Chapter?

You may not be actively looking for a career in financial planning. You may not have considered it before.

That’s okay.

You don’t need to make a career decision before learning more about the opportunity.

If you’re an ambitious, relationship-oriented professional who is curious about what your experience could become in a different industry, we welcome the opportunity to connect.

Bring your experience, your perspective, and your willingness to grow. We’ll help you explore what a future in financial planning could look like.

Position: Financial Advisor
Location: Brentwood, Tennessee — In-Office
Compensation: Commission-based compensation structure with opportunities for income growth as you develop client relationships and build your advisory practice.

Compensation:

$50,000 - $60,000

Responsibilities:

• Develop relationships with individuals, families, business owners, and other professionals.

• Learn to understand clients’ financial goals, concerns, priorities, and personal circumstances.

• Learn and apply a comprehensive financial planning process.

• Help clients explore financial planning strategies aligned with their goals and needs, under applicable professional and regulatory requirements.

• Work alongside experienced professionals and planning specialists to support client relationships.

• Build a professional network and develop new client relationships through introductions, referrals, networking, and business development.

• Develop the communication, relationship-management, and business-development skills needed to build an advisory practice.

• 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.

Qualifications:

• Strong interpersonal and communication skills.

• The 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.

• Curiosity and a willingness to learn a new profession.

• A growth-oriented mindset and the ability to work toward long-term goals.

• High standards of integrity and professionalism.

• A genuine interest in helping others make informed decisions.

• The motivation and persistence to develop new relationships and pursue business-development opportunities.

• Willingness and ability to obtain the insurance and securities licenses and registrations required for the role.

Experience requirements:

• No previous financial-services experience is required.

• Experience in sales, healthcare, education, hospitality, management, consulting, business development, or other relationship-focused fields may be valuable.

• Candidates should be prepared to invest time and effort in training, professional development, and building client relationships.

You don’t have to follow a traditional path to explore a career in financial planning. What matters is your character, your willingness to learn, and your commitment to developing the skills this profession requires.

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.