Comprehensive Financial Advisor

The Piedmont Group - MassMutual Perimeter; Dunwoody (GA); On-site; USD 600 - 150,000; Full time

Benefits offered by this job

Employee benefits

Multiple revenue streams

Job summary

A financial services firm in Dunwoody, GA is seeking a Comprehensive Financial Advisor to provide personalized financial planning solutions. The ideal candidate will support investment professionals and work with clients to achieve their financial goals. This in-office role offers a compensation range from $600 to $150,000 per year with opportunities for licensing and growth.

Qualifications

• Candidates must be comfortable creating financial plans and ensuring the accuracy of information.
• Advisors are expected to earn life licensing and securities within 6 months.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and deliver.
• Build a clientele with our internal resources.

Skills

Financial planning

Client relationship management

Analytical skills

Education

Bachelor's degree or greater

Job description

Overview

As a Comprehensive Financial Advisor at The Piedmont Group*, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources. MUST LIVE in Dunwoody area for this in-office opportunity. Join our team of independent financial professionals dedicated to helping people achieve their financial aspirations. The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.

Responsibilities

• Provide financial planning support to clients
• Support investment and risk professionals to cultivate client relationships
• Prepare financial plans and deliver
• Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking

Qualifications

• Bachelor\'s degree or greater
• Our Advisors earn life licensing to start and securities, within the first 6 months

Compensation & Employment Details

• Compensation: From $600 to $150,000 per year
• W2/1099 - multi-revenue stream with employee benefits (Performance based/ownership)
• In-office opportunity in Dunwoody, GA

Additional Information

The Piedmont Group is a sales office of MassMutual Life Insurance, LLC.