Wealth Manager
About The Position
The Piedmont Group is seeking driven, business-minded Wealth Managers to join our expanding team. If you’re looking for the independence to build your own practice—backed by a strong support system—this is your opportunity to grow and succeed. Our advisors deliver comprehensive wealth management and holistic financial planning to individuals, families, and business owners. Whether you're experienced or new to the industry, we provide the tools, training, and mentorship to help you thrive. About The Piedmont Group The Piedmont Group is a non-captive financial services firm focused on holistic planning. Our advisors maintain ownership of their business while benefiting from a robust support network, advanced resources, and a collaborative environment designed to help them scale.
Requirements
- Authorized to work in the U.S. (no visa sponsorship available)
- Local candidates
- Willingness to obtain required licenses prior to onboarding (Life & Health, SIE, Series 66)
- Bachelor’s degree preferred (recent graduates encouraged to apply)
- Clean Form U4 (no disclosures)
- 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
- Ability to work independently while collaborating with a team
Nice To Haves
- Previous sales experience is a plus
Responsibilities
- Build and grow your own financial services practice
- Develop and maintain strong client relationships
- Create customized financial plans and long-term wealth strategies
- Provide holistic financial planning tailored to client goals and risk tolerance
- Identify client needs and recommend appropriate financial solutions
- Collaborate with specialists on advanced planning strategies
- Prospect and engage new clients while nurturing existing relationships
- Maintain compliance with industry regulations and standards
Benefits
- Comprehensive training, coaching, and mentorship programs
- A collaborative team environment with proven systems
- Local operational support (underwriting, case design, client service, compliance)
- Access to investment, trust, and estate planning specialists
- Partnerships with leading financial institutions
- Modern technology, CRM tools, and lead generation support
- Access to 50+ carriers and a wide range of financial solutions
- Flexible schedule with strong income potential
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
