Financial Advisor

About the role

At The Piedmont Group, a MassMutual Firm, we provide a supportive environment for financial advisors to launch or transition their careers. Our structured advisor development program includes access to experienced mentors, advanced resources, and a collaborative team dedicated to your success.

Responsibilities

• Build and manage a diverse client base, focusing on individuals, families, and businesses.
• Utilize a comprehensive portfolio of investment, insurance, retirement, and wealth management solutions.
• Provide personalized financial planning strategies and client engagement processes.
• Collaborate with seasoned professionals in financial planning and investment.
• Participate in professional networking opportunities and industry-leading technology.

Requirements

• A bachelor's degree in finance, economics, or a related field.
• Experience in financial services or a related field is preferred but not required.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Passion for helping clients achieve their financial goals.

Qualifications

• Valid life and health insurance licenses.
• Knowledge of financial planning principles and practices.
• Experience with financial planning software and digital tools.

Skills

• Exceptional problem-solving and decision-making abilities.
• Effective time management and organizational skills.
• Strong written and verbal communication skills.
• Ability to build and maintain strong client relationships.

Benefits

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

Pay

$70,000 - $150,000 annually.

Schedule

Full-time position with flexible working hours.