Financial Advisor
$60,000–$100,000 year
Remote · Knoxville, Tennessee, United States or United States
Knoxville, Tennessee, United States or United StatesRemoteFull Time$60,000–$100,000 yearEntry LevelNot SpecifiedUnknown
Type
Full Time
Level
Entry Level
Education
Not Specified
Company size
Unknown
Job Summary
Financial Advisor position at Peachtree Planning, focused on building client relationships and developing financial strategies. Requires 1+ years in financial services, strong communication skills, and knowledge of financial planning.
Required 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
Desired Qualifications
- Life & Health Insurance License (preferred)
- Series 7 (preferred)
- Series 66 (preferred)
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