Experienced Financial Advisor

WizeHire, Inc; Birmingham; On-site; GBP 52,000 - 113,000; Full time

Job summary

A boutique financial planning firm in the United Kingdom is seeking experienced Financial Advisors to build a firm within a firm, focusing on holistic protection and wealth management solutions. Candidates should possess strong client relationship skills and prior sales experience, with opportunities for professional development and mentorship. Compensation ranges from $70,000 to $150,000.

Benefits

Professional development opportunities

Collaborative work environment

Qualifications

• Authorized to work in the United States.
• Licensure to Start: Life & Health, SIE, and 66.
• Prior sales experience and/or bachelor's degree.

Responsibilities

• Build a firm within a firm—offering holistic protection and wealth management solutions.
• Grow your network and develop referrals.
• Build meaningful, long‑term relationships with clients.
• Identify client needs through in‑depth conversations and provide tailored financial strategies.
• Continuously expand your expertise through professional development and mentorship opportunities.

Skills

Sales experience

Client relationship management

Financial strategy development

Education

Bachelor's degree

Job description

Build a firm within a firm—offering holistic protection and wealth management solutions.

Choose contract options that align with your practiceand deliver an exceptional client experience backed by your own dedicated support team.

Our firm offers an industry-leading Advisor Teaming Program designed to support the creation and growth of high-performing advisor teams.

Whether you want to build a team around your practice or join an established, high-caliber group, we’re here to guide you.

We’re seeking experienced Financial Advisors who value the strength of our products and brand, appreciate our flexible model, embrace our innovative tools, and recognize how teaming can elevate the client experience.

If you’re a growth-oriented forward‑thinker, looking to accelerate your practice, we support you through:

• A comprehensive teaming platform including coaching, systems, processes, and localized support—purpose‑built to sustain high-performance teams
• A distinctive business marketing approach that helps you stand out and deliver greater value to business-owner clients
• Concierge-level local support with priority in‑force service, new business and underwriting, advanced sales resources, and dedicated compliance professionals
• Access to experienced investment and trust specialists equipped to meet your clients’ estate planning and wealth management needs
• Strategic alliance programs that help you grow through partnerships with financial institutions and professional firms
• State‑of‑the‑art technology and practice management tools, including lead‑generation capabilities
• A diversified portfolio of in‑house investment, insurance, and retirement solutions—where your feedback directly influences product development
• A single‑source hub for insurance solutions through MassMutual Life, with access to 50 carriers

Let’s talk about how a firm built for established advisors can help you grow.

• Access to experienced investment and trust specialists equipped to meet your clients’ estate planning and wealth management needs
• Strategic alliance programs that help you grow through partnerships with financial institutions and professional firms
• State‑of‑the‑art technology and practice management tools, including lead‑generation capabilities
• A diversified portfolio of in‑house investment, insurance, and retirement solutions—where your feedback directly influences product development
• A single‑source hub for insurance solutions through MassMutual Life, with access to 50 carriers

Responsibilities

• Build a firm within a firm—offering holistic protection and wealth management solutions
• Grow your network and develop referrals
• Build meaningful, long‑term relationships with clients
• Identify client needs through in‑depth conversations and provide tailored financial strategies
• Continuously expand your expertise through professional development and mentorship opportunities

Qualifications

• Authorized to work in the United States
• No need for Visa sponsorship
• Must be a local candidate
• Licensure to Start: Life & Health, SIE, and 66
• Prior sales experience and/or bachelor's degree

Compensation

$70,000 - $150,000

About The Piedmont Group

We are a well‑established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth‑oriented environment is ideal for individuals passionate about financial planning, relationship building, and long‑term client success.

Why Join Us?

• Play a key role in delivering tailored, high‑quality financial planning
• Make a direct impact in a boutique, client‑centered environment
• Collaborate with experienced advisors and expand your industry expertise
• Thrive in a firm that values professionalism, precision, and lasting client relationships
• Access ongoing professional development and meaningful career advancement opportunities