Financial Advisor
About The Position
Financial Advisor – Growth Opportunity | The Piedmont Group The Piedmont Group is actively seeking motivated Financial Advisors to join our growing team. If you’re looking for a platform that supports your independence while helping you scale your practice, this is an opportunity to take your career to the next level. Our advisors provide comprehensive wealth management and holistic financial planning to individuals, families, and business owners. Whether you’re an experienced advisor or new to the industry, we offer the tools, training, and support to help you succeed. About The Piedmont Group We are a non-captive agency focused on holistic financial planning. Advisors maintain ownership of their business while benefiting from a strong support network and extensive resources.
Requirements
- Authorized to work in the U.S. (no visa sponsorship available)
- Local candidates only
- Obtain required licenses prior to onboarding: Life & Health, SIE, Series 66
- Previous sales experience and/or a bachelor’s degree
- Clean Form U4 (no disclosures)
- Strong understanding/interest in financial planning, investment strategies, and risk management
- Strong communication and relationship-building skills
- Business mindset with a desire to grow a client-focused business
- Ability to work independently while collaborating with a team
Nice To Haves
- Bachelor’s degree preferred (recent graduates encouraged to apply)
Responsibilities
- Build and grow your own financial services practice
- Develop and maintain client relationships
- Deliver customized financial plans and wealth strategies
- Partner with specialists to provide advanced planning solutions
- 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
- Develop and maintain long-term relationships with clients
- Provide holistic financial planning and wealth management guidance
- Identify client needs and recommend appropriate financial strategies and solutions
- Build and manage your own client base
- Collaborate with specialists and team members to deliver comprehensive planning solutions
- Maintain compliance with industry and regulatory standards
Benefits
- Training, coaching, and mentorship programs
- Collaborative team environment with proven systems
- Local support (underwriting, case design, client service, compliance)
- Access to investment, trust, and estate planning specialists
- Relationships with top financial institutions and firms
- Modern technology, CRM tools, and lead generation support
- Access to 50+ carriers and diverse financial solutions
- Flexible schedule and strong income potential
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
