Experienced Licensed Wealth Management Advisor

The Piedmont GroupDunwoody, GA
9d$70,000 - $160,000

About The Position

At The Piedmont Group, we partner with experienced advisors who already know how to build and manage successful practices—but want a stronger platform to support their next stage of growth. Our model is built for independence, scalability, and long-term value creation. We provide seasoned advisors with institutional-level resources while preserving what matters most: control of your business, ownership of your relationships, and the freedom to execute your vision. Our culture is collaborative, performance-driven, and grounded in leadership and accountability. At Piedmont, you gain a true partner—one that respects your experience, amplifies your capabilities, and aligns with your long-term goals. Where Independence Is Strengthened by Infrastructure Join a firm where your expertise is valued, your vision is supported, and your growth remains firmly in your control.

Requirements

  • You must either have U.S. Citizenship or a Green Card & live in the United States
  • Life and Health License, SIE, & 66 before onboarding
  • High school diploma mandatory: four-year undergraduate degree strongly preferred
  • Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations

Nice To Haves

  • Previous sales or industry experience
  • military background
  • student-athlete
  • academically competitive scholar
  • experience in related roles
  • if you have conquered & outgrown your current role

Responsibilities

  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
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