Financial Advisor

Job overview

The Financial Advisor role is onsite in Brentwood, TN, with compensation of $65,000 per year. Peachtree Planning provides training, coaching, mentorship, and planning resources to support professionals entering financial services, with a purpose of serving clients and teammates and creating positive outcomes and generational impact. The advisor develops client relationships and learns to guide individuals, families, and business owners through financial decisions. The role contributes to clients’ financial goals by applying a comprehensive planning process, working with experienced professionals on strategies, and building the knowledge and network needed for a long-term advisory practice.

What you'll do

• Develop relationships with individuals, families, business owners, and professionals
• learn to discuss clients’ goals, concerns, priorities, and financial lives
• learn and apply a comprehensive financial planning process
• work with experienced professionals and specialists on client strategies
• build a professional network and develop client relationships through introductions, referrals, networking, and business development
• complete required training, licensing, and professional development.

What we're looking for

Skills & competencies

financial advisor

brentwood tn

peachtree planning

financial planning

client relationships

business development

comprehensive planning

training and mentorship

no previous financial services experience

$65,000 per year

Work arrangement

• Weekend coverage required

Benefits & perks

• Training, coaching, mentorship, and planning resources.

Why this role

No previous financial-services experience is required; training, coaching, mentorship, and planning resources are available.

About the employer

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