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. If you're driven, value autonomy in your career, and are passionate about helping others succeed, a financial professional position with our team may be the right next step. Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a collaborative team player willing to further development through continued training opportunities • 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. Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required What We’re Looking For • 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 & Benefits • Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive compensation creating unlimited earnings potential. Additional subsidies are available during your first 4 contract years while you build clientele, recurring fees and renewal income. • Up to $5000 of activity-based bonuses are also available during your first 60 days of Pre-contract activity. • 401(k) + Matching • Dental, Vision & Health Insurance • Paid Training & Professional Development • Referral Program • Life Insurance • Retirement Plan Compensation Package: • Commission pay Experience: Financial concepts: 1 year (Preferred) Location: Brentwood, TN 37027 (On-site position) Why Peachtree? • Proven success through mentorship and coaching • Ability to create a flexible schedule • Part of a National Network for support and development • A mission that aligns with helping others reach financial freedom Compensation: $60,000 - $100,000 yearly

• 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