EntryLevel Financial Advisor

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

Benefits offered by this job

$40,000 annual financing subsidy

Unlimited commission potential

Comprehensive training

Marketing and business development 지원

Job summary

The Piedmont Group in Tuscaloosa and Birmingham is seeking a licensed Financial Advisor who can build a long-term book of business by delivering tailored financial recommendations. You will develop client relationships, assess needs, and propose comprehensive insurance, retirement, and investment planning strategies.

This role offers strong income potential through commission, a $40,000 annual financing subsidy, and robust marketing and training support to help you grow.

Qualifications

• Authorized to work in the United States; no visa sponsorship needed.
• Must be a local candidate with licensure prior to onboarding: Life & Health, SIE, and 66.
• Sales experience and/or a bachelor’s degree required.
• Clean Form U4 with no disclosures; experience in financial advising and client relationships.
• Ability to conduct comprehensive financial assessments and develop tailored strategies.

Responsibilities

• Develop and nurture client relationships by understanding 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 plan execution.
• Stay informed on industry trends and regulatory changes to offer up-to-date advice.
• Utilize marketing resources to promote financial services and attract potential clients.

Skills

Client relationships

Financial planning

Sales experience

Licensure requirements

Regulatory knowledge

Marketing proficiency

Team collaboration

Financial assessments

Investment strategies

Insurance strategies

Education

Bachelor's degree

Job description

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 offer a $40,000 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.

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.
• 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.

Compensation:

$70,000-$150,000 per year