Financial Advisor
About The Position
The Piedmont Group is seeking motivated Financial Advisors and Wealth Managers who are looking to build and grow an independent practice within a collaborative and growth-focused environment. This opportunity is ideal for professionals who value entrepreneurial freedom, client-focused financial planning, and long-term career growth. Whether you are experienced in the industry or transitioning from a strong sales or business background, The Piedmont Group provides the platform, mentorship, and resources to help you succeed. The Piedmont Group is a non-captive financial services firm specializing in holistic financial planning and wealth management. Advisors maintain ownership of their client relationships and business while benefiting from established infrastructure, operational support, advanced technology, and access to a broad range of financial solutions.
Requirements
- Authorized to work in the United States (no visa sponsorship available)
- U.S. Citizenship or Permanent Resident status required
- Local candidates only
- Willingness to obtain required licenses prior to onboarding (Life & Health, SIE, Series 66)
- Clean Form U4 with no disclosures
- Must have U.S. Citizenship or a Green card
- Local candidates
- Clean Form U4 (no disclosures)
- Ability to work independently while collaborating with a team
Nice To Haves
- Bachelor’s degree preferred
- Previous sales, leadership, or client-facing experience preferred
- Strong communication and relationship-building skills
- Entrepreneurial mindset with a strong desire to grow a business
- Interest in financial planning, investments, and wealth management
- Bachelor’s degree preferred (recent graduates encouraged to apply)
- Previous sales experience is a plus
- Strong interest in financial planning, investments, and risk management
- Excellent communication and relationship-building skills
- Business mindset with a desire to build a client-focused business
Responsibilities
- Build, manage, and grow a personal client base
- Provide comprehensive financial planning and wealth management services
- Develop customized strategies for investments, retirement, and risk management
- Maintain strong client relationships through ongoing service and support
- Collaborate with internal specialists in investments, estate planning, and trust services
- Grow an independent practice while leveraging the firm’s support platform
- Deliver holistic financial planning and wealth management services to individuals, families, and business owners
- Design tailored strategies across investments, risk management, and long-term financial planning
- Partner with internal specialists in areas such as investments, trust services, and estate planning
- Maintain a high standard of client service while growing your practice
Benefits
- Comprehensive onboarding, training, and ongoing mentorship
- Access to advanced technology and practice management tools
- Dedicated local support and operational resources
- Access to specialists in investments, estate planning, and trust services
- Strategic partnerships with leading financial institutions
- Non-captive platform with access to 50+ carriers
- Flexible work environment with significant growth potential
- Opportunity to build long-term residual income and business ownership
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
