Entry-Level Financial Advisor

The-Piedmont-Group; Birmingham (AL); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Financing subsidy

Unlimited commissions

Comprehensive training

Marketing support

Job summary

The Piedmont Group in Birmingham, Alabama welcomes a driven Entry-Level Financial Advisor to join our team. Build client relationships, assess financial goals, and deliver tailored investment and insurance plans in a supportive, growth‑oriented environment.

Based in Birmingham/Tuscaloosa locations, you’ll receive comprehensive training, marketing support, and potential unlimited commissions as you develop a long‑term book of business in a collaborative, family‑like firm.

Qualifications

• Authorized to work in the United States.
• No visa sponsorship required.
• Must be a local candidate.
• Licensure prior to onboarding: Life & Health, SIE, and 66.
• Prior sales experience and/or bachelor’s degree.
• Clean Form U4 (no disclosures).
• Experience in financial advising with a track record of building client relationships.
• Ability to conduct financial assessments and tailor investment/insurance strategies.
• Proven ability to identify and pursue new business opportunities to grow portfolios.
• Strong collaboration to work with the team and deliver client service.
• Up-to-date knowledge of industry trends and regulatory changes.
• Proficiency in utilizing marketing resources to attract clients.
• Ability to guide clients through planning decisions.

Responsibilities

• Develop and nurture strong client relationships by understanding their financial goals and providing tailored advice.
• Conduct comprehensive financial assessments to create personalized investment and insurance strategies.
• Pursue new business opportunities to expand client base and portfolio.
• Collaborate with the team to deliver exceptional client service and ensure seamless execution of plans.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize marketing resources to promote financial services and attract clients.
• Guide clients through financial planning complexities to build confidence.

Skills

Sales experience

Client relationships

Financial planning

Team collaboration

Education

Bachelor's degree

Job description

Entry-Level Financial Advisor

The Piedmont Group Birmingham, Alabama, United States

About this position

Interviewing now and ready to hire ~ Financial Advisor. Must be a local candidate

Join us at The Piedmont Group in our Tuscaloosa & Birmingham locations, where we're more than just a financial planning and wealth management firm—we're a family that thrives on teamwork and togetherness. We pride ourselves on helping individuals, families, and business owners achieve their financial goals through innovative insurance, retirement, and investment planning. If you're a licensed Financial Advisor who's passionate about building client relationships and delivering comprehensive financial strategies, you'll find a supportive, collaborative environment here that encourages your growth and success. As a Financial Advisor with The Piedmont Group, you'll have the opportunity to develop new client relationships and provide personalized financial recommendations that make a real difference. You'll be empowered to generate new business and build a long‑term book of business in a performance‑driven setting with substantial income potential. We may offer a $50,000 annual financing subsidy, performance‑based, unlimited commission potential, and comprehensive training to ensure your professional development. With marketing and business development support, along with access to a wide array of investment and insurance solutions, you'll have the tools you need to thrive. Let's build a future of financial security and success together.

Compensation:

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

Responsibilities:

• Develop and nurture strong client relationships by understanding their financial goals and providing tailored advice.
• Conduct comprehensive financial assessments to create personalized investment and insurance strategies.
• Proactively identify and pursue new business opportunities to expand your client base and grow your portfolio.
• Collaborate with our team to deliver exceptional client service and ensure seamless execution of financial plans.
• Stay informed about industry trends and regulatory changes to provide clients with up‑to‑date advice and solutions.
• Utilize our marketing resources to effectively promote financial services and attract potential clients.
• Guide clients through the complexities of financial planning, ensuring they feel confident and informed about their decisions.

Qualifications:

• 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
• Prior sales experience and/or bachelor's degree
• Clean Form U4 (no disclosures)
• Experience in financial advising, with a proven track record of building and maintaining client relationships.
• Ability to conduct comprehensive financial assessments and develop tailored investment and insurance strategies.
• Proven track record of identifying and pursuing new business opportunities to expand client portfolios.
• Strong collaboration skills to work effectively with our team and deliver exceptional client service.
• Up‑to‑date knowledge of industry trends and regulatory changes to provide informed advice and solutions.
• Proficiency in utilizing marketing resources to promote financial services and attract potential clients.
• Ability to guide clients through financial planning complexities, ensuring they feel confident and informed about their decisions.

About Company

We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.

There is an overwhelming sense of pride that comes with representing The Piedmont Group. We have incredible people at our firm who are happy to be part of this big family. The whole is greater than the sum of its parts, and we firmly believe that with teamwork and togetherness, we are able to achieve more.