Entry-Level Financial Advisor

Job Description

Job Description

Financial Advisor | A Career Built Around Your Potential

Peachtree Planning | Brentwood, Tennessee | In-Office

You’ve Built Your Career. Now Consider What You Could Build Next.

You’ve developed valuable skills, built relationships, overcome challenges, and established yourself professionally. You know how to work with people, solve problems, and take responsibility for results.

But what if the experience you’ve gained could open the door to a different kind of career?

One that combines meaningful relationships, professional growth opportunities, and the ability to make a lasting difference in the lives of others.

At Peachtree Planning, we’re interested in connecting with accomplished professionals who are curious about a career as a Financial Advisor—even if financial services has never been part of their career plan.

You don’t need to have followed a traditional path to explore this opportunity.

The communication skills, judgment, leadership, resilience, and relationship-building abilities you’ve developed throughout your career may be exactly the foundation you need to begin a new one.

Your experience has value. The next step is discovering where it could take you.

A Career Where Relationships Make the Difference

Financial planning is about more than investments, markets, or financial products. At its core, it’s about people, their priorities, and the future they want to create.

Financial Advisors help individuals, families, and business owners make informed decisions about the financial aspects of their lives. They build relationships, ask thoughtful questions, identify opportunities, and help clients navigate important decisions with greater clarity and confidence.

The work requires someone who can listen, think critically, communicate effectively, and earn trust over time.

It also calls for initiative, business development, continuous learning, and a commitment to delivering value.

For the right person, financial planning offers the opportunity to bring together professional expertise, business ownership, personal development, and meaningful work in one career.

You May Already Have What It Takes to Begin

Exceptional Financial Advisors don’t all come from the same background.

They come from different industries, professional experiences, and walks of life. What often connects them is not where they started, but how they work with people and approach challenges.

You may be a strong candidate for this profession if you:

• Build meaningful relationships. You enjoy connecting with people, understanding their needs, and earning their confidence.

• Communicate with purpose. You know how to listen, ask questions, and make complex information easier to understand.

• Take ownership. You set goals, hold yourself accountable, and take initiative rather than waiting for opportunities to find you.

• Think like a problem solver. You enjoy evaluating situations, identifying possibilities, and helping others make thoughtful decisions.

• Are motivated to grow. You want to keep learning, expand your capabilities, and challenge yourself professionally.

• Think business-minded. You’re interested in developing relationships, creating opportunities, and building something with long-term value.

Your experience might come from sales, healthcare, education, management, consulting, hospitality, business development, or another professional field.

You don’t need to have all the answers today. What matters is the potential to develop into the kind of professional clients trust and the commitment to do the work required to get there.

What Could This Career Offer You?

A career in financial planning can create opportunities that extend beyond a job title or the next step on a traditional corporate ladder.

Meaningful Impact

Help people make decisions that support their goals, protect what they’ve worked hard to build, and shape the future they envision for themselves and their families.

Professional Development

Build financial knowledge, advisory skills, and professional expertise that continue to develop throughout your career.

Opportunity

Take an active role in developing your business relationships, cultivating a client base, and building an advisory practice over time.

Income Growth Potential

Pursue the opportunity to grow your income as your experience, expertise, and practice develop. As with any career, results depend on performance, business development, and other factors.

Long-Term Professional Value

Develop a reputation, a network of relationships, and a practice that can become an important part of your professional future.

This is not a shortcut to success. Building a successful financial planning practice takes time, discipline, relationship development, and a willingness to keep improving.

But if you’re motivated by the opportunity to build something meaningful and take greater ownership of your future, it may be a path worth exploring.

A New Industry Doesn't Mean Starting From Scratch

Changing careers can feel like stepping into unfamiliar territory. But a new profession doesn’t erase the experience you’ve already earned.

You bring your work ethic, professional judgment, communication skills, perspective, and the lessons you’ve learned along the way.

At Peachtree Planning, professionals entering financial services have access to training, mentorship, planning resources, technology, and opportunities to learn alongside experienced professionals.

You’ll work toward developing the technical knowledge, client relationship skills, and required licenses and registrations needed for the role.

You’ll learn how comprehensive financial planning works, how to understand client needs, and how to develop the relationships that support a successful advisory practice.

There is a learning curve, and success requires commitment. But you don’t have to arrive with a financial services background to begin exploring the opportunity.

Bring your experience. Bring your ambition. Be willing to learn what comes next.

Why Peachtree Planning?

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

Every client has a different story, different priorities, and a different vision for the future. Our approach begins with understanding those differences and helping clients see how the pieces of their financial lives work together.

Our purpose reflects that commitment:

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

That purpose extends beyond the financial strategies we develop. It influences how we approach relationships, support our teammates, and think about the long-term impact of our work.

For professionals exploring this career, Peachtree Planning offers an opportunity to develop the knowledge, judgment, and relationship-building skills needed to become a trusted Financial Advisor.

It’s an opportunity to learn a new profession while building on the strengths you already possess.

Your Next Chapter Starts With a Conversation

You may not be actively looking for a new job. You may simply be curious about what else is possible.

You don’t have to make a career decision today. You don’t even need to know whether financial planning is the right fit.

Start by learning about the profession, asking questions, and discovering what a career with Peachtree Planning could look like.

If you’re an accomplished professional who values relationships, embraces personal growth, and is interested in building something with lasting value, we’d welcome the opportunity to connect.

Your career so far has helped shape who you are today. Your next chapter could give those strengths a new direction.

Let's explore what's possible.

Peachtree Planning

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 .

• 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.