Financial Advisor

At Peachtree Planning, financial balance is more than a concept, it is the foundation of how we serve clients and support our advisors. Our mission is to help individuals, families and closely held businesses build lasting financial confidence.

Responsibilities:

• Build and maintain relationships through outreach, networking, and community engagement
• Support the development of personalized financial strategies based on individual client situations
• Learn to present appropriate planning solutions including protection and investments to help clients meet long-term goals
• Work closely with your team and learn from experienced advisors through collaboration
• Stay up to date on financial concepts, industry tools, and planning best practices
• Maintain a strong commitment to professionalism, ethical standards, and compliance guidelines
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Be a coachable, organized team member interested in pursuing training development and educational opportunities

Qualifications:

• 1+ years of experience in financial services or sales (preferred)
• A strong understanding of financial planning, investment principles, and client service
• Excellent communication, relationship-building, and analytical skills
• Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms

Preferred Licenses (or willingness to obtain):

• Life & Health Insurance License
• Series 7
• Series 66

Compensation Package:

• Commission pay
• $60,000 - $100,000 yearly
• Additional incentives and bonuses available
• 401(k) + Matching
• Paid Training & Professional Development
• Referral Program
• Life Insurance
• Retirement Plan

We are an equal opportunities employer and welcome applications from all qualified candidates.

Location:

Brentwood, TN 37027 (On-site position)