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Peachtree Planning of Tennessee, LLC
Financial Advisor Career Transition Opportunity
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Tennessee data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,508 / year median in Tennessee
+7% projected growth
Job Description
Financial Advisor
- Career Transition Opportunity Peachtree Planning of Tennessee, LLC Brentwood, TN Job Details Full-time $45,000
- $65,000 a year 1 hour ago Benefits Health savings account Health insurance Dental insurance 401(k) Vision insurance Professional development assistance Life insurance Referral program Retirement plan Qualifications Investment Teamwork Client rapport building No experience needed Leadership Full Job Description Financial Advisor
- Career Transition Opportunity Peachtree Planning | Brentwood, Tennessee | In-office Changing careers doesn't mean starting over.
The questions become more meaningful:
Am I building the career and life I really want? Does the work I do still challenge and fulfill me? Do I have enough control over where my career ultimately takes me? If those questions sound familiar, it may be time to explore a different path. At Peachtree Planning, we are looking for accomplished professionals interested in transitioning their experience and abilities into a career as a Financial Advisor . Financial-services experience is not required. What matters more is the person you've become through your professional experience—and what you want to build next. You May Be aStrong Fit If You:
Have a track record of success and personal accountability Build relationships naturally and communicate well with different types of people Enjoy understanding complex situations and helping others make better decisions Are entrepreneurial and motivated by the opportunity to create something of your own Value independence but also appreciate coaching, mentorship, and collaboration Are comfortable being responsible for your own results Want your professional success to create meaningful value for other people Are looking for a career with significant long-term growth potential A Career Built Around People The best financial advisors do much more than discuss investments or financial products. They become trusted advisors. They help individuals, families, and business owners understand where they are today, define where they want to go, and make thoughtful financial decisions along the way. That requires technical knowledge—but it also requires qualities that are developed through experience: Judgment. Curiosity. Empathy. Communication. Leadership. Discipline. And the ability to earn trust. Those qualities may already be among your greatest professional strengths. Why Peachtree Planning? At Peachtree Planning, we believe financial planning should be comprehensive, collaborative, and centered on the client. We exist for the benefit of our clients and teammates—for positive outcomes and generational impact in their lives. For professionals making a career transition, that means you aren't expected to figure everything out on your own. We provide training, mentorship, planning resources, technology, and a professional environment designed to help talented people develop the knowledge and skills required to build a successful advisory practice. You bring the experience, character, relationships, and desire to succeed. We help you learn how to apply those strengths to financial planning. This Career May Be Worth Exploring If... You've achieved success, but you're ready to build something that feels more personally meaningful. You want greater ownership over your career, your growth, and the results you create. You want your relationships, judgment, and experience to become valuable professional assets—not just items on a résumé. You're looking for a career with the potential to create both financial success and a lasting impact on the people you serve. A career change is a significant decision. It should be. But exploring one doesn't require making that decision today. If you've reached a point where you're beginning to wonder "What's next?" , we'd welcome the opportunity to introduce you to financial planning and have a conversation about what a career at Peachtree Planning could look like. Your next career doesn't have to start from scratch. It can start with everything you've already built. Planning with Purpose. Partnership for Life. Where Clients and Advisors Thrive.Pay:
$45,000.00- $65,000.
Benefits:
401(k) Dental insurance Health insurance Health savings account Life insurance Professional development assistance Referral program Retirement plan Vision insuranceWork Location:
In personBenefits
- 401(k) Plans
- Professional Development
- Other Retirement and Savings
- Health Insurance