Financial Advisor

MassMutualDunwoody, GA
Hybrid

About The Position

Piedmont Group, a MassMutual Firm, is seeking out a Financial Advisor for their Atlanta market. When you join our team, you’ll know you aren’t alone in your quest for success. Our specific models form a roadmap for you. We also provide industry-leading tools, open architecture, and a strong teaming model to help grow and elevate and accelerate your practice. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through... A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer A unique business markets process that will differentiate you and help you add more value to conversations with business owners Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms State-of-the-art technology platforms and tools Let’s partner together in support of the values we share with each other: Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations Being heard: because your voice matters, because you matter Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you

Requirements

  • Successful entrepreneur looking to accelerate your practice
  • Experience and expertise in financial advising
  • Ability to provide clients with a diversified portfolio of investment, insurance, and retirement solutions
  • Ability to meet client needs with insurance solutions
  • Ability to add value to conversations with business owners
  • Ability to offer concierge-level support
  • Ability to meet clients’ unique estate planning and wealth management needs

Nice To Haves

  • Input can directly impact the products we develop
  • Utilize a one-stop shopping hub for insurance solutions
  • Utilize a unique business markets process
  • Leverage a team of seasoned investment and trust specialists
  • Participate in strategic alliance programs
  • Utilize state-of-the-art technology platforms and tools

Responsibilities

  • Build your business the way that’s right for you
  • Realize your vision for your practice
  • Expand your influence through relationships with local financial institutions and professional firms
  • Provide clients with a diversified portfolio of investment, insurance, and retirement solutions
  • Meet client needs with insurance solutions
  • Add value to conversations with business owners
  • Offer concierge-level support including priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
  • Meet clients’ unique estate planning and wealth management needs with the help of investment and trust specialists

Benefits

  • Performance-based earnings and revenue from a diverse stream of commissions and fees
  • Additional performance-based income structure to support first three years for inexperienced advisors
  • Transition packages for experienced advisors
  • Renewal commissions and recurring fee income
  • Performance based bonus programs
  • Expense allowances
  • Robust retirement package with up to 10% company contributions
  • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums
  • Life Insurance and Disability Income Insurance
  • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more
  • Professional designation reimbursement programs
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