Licensed Financial Advisor

The Piedmont Group • Dunwoody, GA

20d

About The Position

As a Licensed Financial Advisor, you’ll serve as a trusted partner to individuals and families as they navigate life’s most important financial milestones—from saving for education and purchasing a first home to planning for retirement and building generational wealth. With comprehensive training, personalized mentorship, and continuous support, you’ll be equipped to build a successful practice and make a meaningful difference in the lives of the clients you serve. What You’ll Receive A customized onboarding program with dedicated, hands-on mentorship A collaborative, team-oriented culture focused on collective success Access to advanced financial tools and a broad selection of industry-leading products A clear, flexible career path with transparent advancement opportunities Streamlined transition support for experienced Financial Advisors Who You Are Business-minded, driven, and self-motivated Passionate about helping others gain financial clarity and confidence Guided by integrity, empathy, and a strong sense of accountability Eager to learn, grow, and benefit from ongoing coaching and development Compensation Competitive compensation package including commissions, performance bonuses, and renewal income Full ownership of client relationships and book of business Flexibility to design your schedule and build the lifestyle you envision Your Benefits Comprehensive health coverage, including medical, dental, vision, life, and disability insurance 401(k) with employer match and access to a Health Savings Account (HSA) Licensing support, sponsorship, and continuous professional education Recognition programs, incentive travel, and robust career development opportunities Access to in-house financial planning resources and expert advisory teams

Requirements

• Authorized to work in the United States.
• No need for visa sponsorship.
• Must be a local candidate.
• Licensure to Start: Life & Health, SIE, and 66.

Nice To Haves

• Prior sales experience and/or bachelor's degree.

Responsibilities

• Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals.
• Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
• Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.

Benefits

• Comprehensive health coverage, including medical, dental, vision, life, and disability insurance
• 401(k) with employer match and access to a Health Savings Account (HSA)
• Licensing support, sponsorship, and continuous professional education
• Recognition programs, incentive travel, and robust career development opportunities
• Access to in-house financial planning resources and expert advisory teams

What This Job Offers

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