Experienced or Entry Level Financial Advisor

The Piedmont Group; Birmingham (AL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Financing subsidy up to $50,000

Job summary

The Piedmont Group in Birmingham, AL seeks a licensed Financial Advisor to grow a local practice and serve individuals, families, and business owners. You will build lasting client relationships, deliver tailored financial plans, and drive comprehensive strategies across investments, insurance, and retirement planning.

On this team, you will receive training, marketing support, and access to a broad suite of financial products.

Qualifications

• Authorized to work in the United States.
• Must be a local candidate for Birmingham, AL.
• Licensure required: Life & Health, SIE, and 66.

Responsibilities

• Develop and maintain a long-term client base and referral network.
• Provide personalized financial recommendations across insurance, retirement, and investment planning.
• Build and present comprehensive financial strategies to clients and business owners.
• Collaborate with team members to deliver holistic financial solutions.
• Actively grow practice through prospecting and marketing support.

Skills

Client relationship building

Sales experience

Financial planning

Education

Bachelor's degree

Life & Health Licenses (Life & Health, SIE, and 66)

Job description

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

Join us at The Piedmont Group in our Birmingham location, 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 provide comprehensive training to ensure your professional development and may offer up to a $50,000 annual financing subsidy. This is a performance-based opportunity with unlimited commission potential. 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.

The work you do is both valuable, and aligns with the values we share with you:

• Make an impact by helping people find financial stability and peace of mind
• Follow a well-defined career path that integrates education with mentorship and a team-oriented culture
• Benefit from a culture of innovation that embraces growth and change
• Enjoy transparency, honesty, and clarity
• Have a voice – your contributions and input matter
• Experience the power of flexibility –to design your work and your life the way you envision

How will you grow your practice? You will...

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work

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
• 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