Entry-Level Financial Advisor

About the role

At The Piedmont Group, a MassMutual Firm, we provide exceptional training, experienced mentorship, and a supportive system to develop great financial advisors. Joining our team means having access to a collaborative environment, a structured development program, and the resources needed to build a successful and rewarding career.

Responsibilities

• Build and manage a diverse client portfolio offering investment, insurance, retirement, and wealth management solutions.
• Leverage specialized insurance and advanced planning resources through a centralized support platform.
• Implement proven planning strategies and client engagement processes tailored to individuals, families, and business owners.
• Benefit from dedicated operational support for new business processing, underwriting, compliance, and client service.
• Collaborate with experienced financial planning and investment professionals to enhance your skill set and client outcomes.
• Participate in professional networking opportunities through established relationships with financial institutions and strategic partners.
• Utilize industry-leading technology, financial planning tools, and digital resources to improve productivity and the client experience.

Requirements

To succeed as a Financial Advisor at The Piedmont Group, you should:

• Have a passion for helping others achieve their financial goals.
• Be comfortable working independently while also benefiting from a supportive team environment.
• Have a strong foundation in financial planning and a commitment to ongoing professional development.
• Be willing to learn and adapt to new technologies and strategies.

Qualifications

Preferred qualifications include:

• A degree in finance, economics, or a related field.
• Experience in financial planning or a related field.
• Knowledge of insurance products and advanced planning strategies.
• Strong communication and interpersonal skills.

Benefits

The Piedmont Group offers:

• Competitive, performance-based compensation model with multiple income streams through commissions, fees, and other performance-based compensation.
• Long-term earning potential through renewal commissions and recurring revenue opportunities.
• Comprehensive medical, dental, and vision insurance.
• A retirement plan with company contributions.
• Licensing support, continuing education, and ongoing professional development resources.

Pay

$70,000 - $150,000

Schedule

Full-time position with flexible hours to accommodate client needs.