Financial Advisor

About the role

The Piedmont Group is seeking ambitious Financial Advisors who are ready to grow their business, make a meaningful impact, and build a long-term career within an independent, advisor-focused firm.

Responsibilities

• Develop and maintain long-term relationships with individuals, families, and business owners.
• Create customized financial strategies based on each client's goals and objectives.
• Provide guidance on retirement planning, investments, wealth management, insurance, and risk management solutions.
• Build and grow your own client base while delivering exceptional service.
• Leverage industry-leading planning tools, technology, and support resources to manage and expand your practice.
• Continue developing professionally through training, mentorship, and collaboration with experienced advisors.

Qualifications

• Experience in financial planning and wealth management.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Passion for helping clients achieve their financial goals.
• Current Series 7 and 66 licenses or willing to obtain them.

Benefits

• Ownership of your practice and client relationships.
• Independent, non-captive business model.
• Access to more than 50 insurance carriers and a broad suite of financial products.
• Dedicated local operational and administrative support.
• Comprehensive onboarding, ongoing training, and professional mentorship.
• Advanced financial planning technology and practice management resources.
• Strategic partnerships with leading financial institutions.
• Flexible career growth opportunities.
• Concierge-level advisor support.
• Licensure sponsorship and reimbursement opportunities for qualified candidates.
• Competitive performance-based compensation with bonus potential.
• Opportunity to establish or grow your own DBA or advisory team.
• Collaboration and mentorship from a network of more than 100 experienced advisors.

Pay

$70,000 - $150,000 per year

Schedule

Full-time, in-office position