Experienced Financial Advisor

The Piedmont Group • Tuscaloosa, AL

1d

About The Position

Experienced Financial Advisor Are you a financial advisor who has outgrown your firm? Our Tuscaloosa office is hiring financial advisors who are seeking to accelerate their careers. The Piedmont Group advisors focus on all aspects of wealth management & holistic financial planning. We have the resources & versatility to accommodate seasoned and new professionals in this role. If you have explored the financial advisory career path but couldn't find a fit, apply to TPG. Join our team and discover why advisors leave their firm to grow with The Piedmont Group. Clients deserve the best services, and you deserve to elevate your practice. The time is now. Seasoned financial advisors join The Piedmont Group to grow their practice and impact. Recent college graduates & new financial advisors join The Piedmont Group because of our proven results. Apply and discover your reason for change. TPG is a non-captive agency that specializes in all aspects of holistic financial planning & our advisors have complete ownership of their business. Reaching new compensation heights and a well-balanced work/life schedule are benefits of this role. Mastering wealth management is a byproduct of our development and competitive atmosphere. Surround yourself with advisors who put their clients 1st. The time is now. Are you ready? We provide the structure, resources, and support experienced advisors need to grow with confidence and scale efficiently. Who We’re Looking For Entry-level or Experienced Financial Advisors who: Value the credibility of a respected brand Prefer a flexible operating model Leverage modern tools and technology Believe in strategic teaming to accelerate growth and improve client outcomes What We Offer Comprehensive teaming platform with coaching, proven systems, scalable processes, and local support Business-focused marketing strategies designed to help you stand out with business-owner clients Concierge-level local support, including underwriting, advanced sales, in-force service, and compliance assistance Access to investment, trust, and estate planning specialists Strategic alliance programs with financial institutions and professional firms Advanced technology and practice management tools, including lead generation Broad in-house investment, insurance, and retirement solutions shaped by advisor feedback Access to 50+ carriers to serve a wide range of client needs If you’re a growth-oriented advisor ready to take your practice to the next level, let’s start the conversation.

Requirements

• Authorized to work in the United States
• No need for Visa sponsorship
• Must be a local candidate
• Licensure prior to onboarding: Life & Health, SIE, and 66
• Prior sales experience and/or bachelor's degree

Responsibilities

• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Benefits

• Reaching new compensation heights and a well-balanced work/life schedule are benefits of this role.
• Comprehensive teaming platform with coaching, proven systems, scalable processes, and local support
• Business-focused marketing strategies designed to help you stand out with business-owner clients
• Concierge-level local support, including underwriting, advanced sales, in-force service, and compliance assistance
• Access to investment, trust, and estate planning specialists
• Strategic alliance programs with financial institutions and professional firms
• Advanced technology and practice management tools, including lead generation
• Broad in-house investment, insurance, and retirement solutions shaped by advisor feedback
• Access to 50+ carriers to serve a wide range of client needs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level