Licensed Financial Advisor

About the role

The Piedmont Group is seeking experienced Financial Advisors who are passionate about building their practice with independence and strong support. Advisors will deliver comprehensive wealth management and holistic financial planning solutions to clients.

Responsibilities

• Deliver comprehensive wealth management and financial planning solutions to individuals, families, and business owners.
• Broaden your client base and grow your practice with access to advanced planning tools, operational resources, marketing support, and a wide range of financial products and solutions.
• Operate with autonomy while benefiting from institutional-level support provided by The Piedmont Group.
• Build and scale your practice according to your vision, with flexibility and the freedom to make decisions that align with your clients' goals.

Requirements

• At least 3 years of experience in financial advising.
• A proven track record of growing a successful client base.
• Strong interpersonal and communication skills.
• Ability to work independently and collaboratively within a team.

Qualifications

• Financial industry license required.
• Experience with wealth management software and tools.
• Knowledge of tax laws and regulations relevant to financial planning.
• Proven ability to manage multiple clients and projects simultaneously.

Benefits

• Competitive compensation structure including performance-based and commission-based compensation.
• Professional development opportunities tailored to individual growth needs.
• Collaborative environment focused on advisor success and long-term growth.
• Access to a broad range of financial products and solutions.

Pay

$70,000 - $150,000 yearly performance commission based

Schedule

Flexible schedule to accommodate the needs of both the advisor and the client.