Experienced Financial Advisor

Job overview

The Experienced Financial Advisor role is onsite in Brentwood, TN, with compensation stated as $100,000–$150,000 per year. Peachtree Planning focuses on comprehensive, collaborative, client-centered financial planning and positive outcomes for clients and teammates. The advisor serves clients through comprehensive planning and long-term relationships while continuing to develop a successful practice. The role offers an established planning organization’s technology, specialists, and collaborative resources to support complex client needs and long-term practice value.

What you'll do

• Provide comprehensive, client-focused financial planning
• build and maintain long-term client relationships
• address complex client needs
• grow a financial advisory practice
• collaborate with specialists while maintaining practice independence and ownership
• support long-term value, continuity, and legacy planning.

What we're looking for

Skills & competencies

experienced financial advisor

brentwood tn

peachtree planning

full-time

$100k–$150k/year

financial planning

client relationships

comprehensive planning

practice growth

financial services licenses

experienced advisor

Work arrangement

• Weekend coverage required

Benefits & perks

• Training, mentorship, technology, specialist support, and resources to help advisors build their practices.

Why this role

Seeks an established advisor with a successful practice, long-term client relationships, and appropriate financial services licenses and credentials.

About the employer

Peachtree is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.