Financial Advisor

About the role

At The Piedmont Group, a MassMutual Firm, we believe successful financial advisors are built through mentorship, continuous development, and a collaborative culture. When you join our team, you're never expected to build your practice alone. You'll have access to experienced mentors, proven resources, and a supportive team committed to helping you succeed. Whether you're launching your career or making a transition into financial services, our structured advisor development program is designed to help you gain confidence, strengthen your expertise, build lasting client relationships, and establish a successful financial planning practice.

Responsibilities

• Serve clients and grow your career with a comprehensive portfolio of investment, insurance, retirement, and wealth management solutions
• Benefit from advanced planning support and specialized insurance expertise from experienced professionals
• Utilize proven financial planning strategies and client engagement processes for individuals, families, and business owners
• Enjoy dedicated operational support, including new business processing, underwriting, compliance, and client service
• Collaborate with seasoned financial planning and investment professionals and establish meaningful work that helps clients pursue financial confidence and long-term goals
• Experience industry-leading technology, financial planning software, and digital tools that enhance the client experience

Requirements

• Strong interpersonal and communication skills
• Ability to build and maintain strong client relationships
• Proficiency in financial planning and investment principles
• Passion for helping clients achieve their financial goals
• Experience in financial services or related field is preferred

Qualifications

• Bachelor's degree in finance, economics, or a related field
• Experience in financial services or related field
• Passport for international travel (if applicable)

Skills

• Strong analytical and problem-solving skills
• Excellent organizational and time-management skills
• Effective communication and presentation skills
• Ability to work independently and as part of a team

Benefits

• Comprehensive medical, dental, and vision insurance
• Retirement savings plan with company contributions
• Licensing assistance, continuing education, and ongoing professional development

Pay

$70,000 - $150,000 yearly performance commission based on individual and firm performance

Schedule

Flexible schedule to accommodate client needs and personal commitments