Licensed Financial Advisor

About the role

The Piedmont Group is seeking experienced Financial Advisors who want to expand their impact, strengthen client relationships, and build a thriving practice with the support of an established and collaborative organization.

Responsibilities

• Build and grow your own financial services practice
• Create customized financial plans and wealth strategies
• Collaborate with specialists to deliver advanced planning solutions
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base

Requirements

• Authorized to work in the United States
• No need for visa sponsorship
• Must be a local candidate
• Obtain licensure prior to onboarding
• Life & Health, SIE, and 66 licenses
• No U4 disclosures
• Self-motivated with a business mindset
• Ability to thrive in a goal-oriented environment
• Previous financial services experience is a plus, but not required

Qualifications

• No need for visa sponsorship
• Must be a local candidate
• Obtain licensure prior to onboarding
• Life & Health, SIE, and 66 licenses
• No U4 disclosures
• Self-motivated with a business mindset
• Ability to thrive in a goal-oriented environment
• Previous financial services experience is a plus, but not required

Skills

• Comprehensive wealth management and financial planning solutions
• Advanced planning tools and technology
• Marketing support and access to financial products and solutions
• Collaborative environment focused on advisor growth
• Professional development and business expansion opportunities
• Flexibility to build and scale your practice according to your vision

Benefits

• Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
• Opportunity to obtain a DBA and grow your team
• Aggressive, performance-driven, and bonus-structured compensation
• Licensure sponsorship/reimbursement
• Your existing and new business is yours
• We are a non-captive agency
• Concierge-level advisor services
• Innovative tools and technology to scale your practice
• 100+ seasoned advisors that can mentor & assist in business growth

Pay

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

Schedule

Flexible schedule to accommodate your business needs