Financial Advisor

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

Benefits offered by this job

Up to $50,000 financing subsidy

Job summary

The Piedmont Group Birmingham, Alabama, United States is seeking an Entry-Level or Experienced Financial Advisor to help individuals, families, and businesses achieve their financial dreams through insurance, retirement, and investment planning.

You will build client relationships, deliver personalized financial strategies, and develop a long-term book of business with comprehensive training and high income potential in a performance-driven environment.

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.

Responsibilities

• Develop and nurture client relationships to understand their unique financial goals and needs.
• Provide personalized financial recommendations that align with clients' objectives and risk tolerance.
• Utilize a comprehensive suite of investment and insurance solutions to craft tailored financial plans.
• Engage in proactive outreach to generate new business opportunities and expand your client base.
• Collaborate with team members to share insights and strategies for optimal client outcomes.
• Stay informed about industry trends and regulatory changes to offer up-to-date advice.
• Participate in ongoing training and development programs to enhance your financial advisory skills and knowledge base.

Job description

Financial Advisor

The Piedmont Group Birmingham, Alabama, United States

About this position

Join The Piedmont Group, where we're not just a financial planning and wealth management firm-we're a family that thrives on teamwork and togetherness. As an Entry-Level or Experienced Financial Advisor, you'll play a vital role in helping individuals, families, and businesses achieve their financial dreams through innovative insurance, retirement, and investment planning. If you're passionate about building client relationships and delivering comprehensive financial strategies, you'll find a supportive, collaborative environment here that encourages your growth and success. You'll be empowered to develop new client relationships and provide personalized financial recommendations that truly make a difference. With a focus on generating new business and building a long-term book of business, we offer comprehensive training to ensure your professional development. Expect a performance-driven setting with significant income potential. We may offer up to a $50,000 annual financing subsidy. This is a performance-based opportunity with unlimited commission potential. You'll have access to a wide array of investment and insurance solutions, marketing, and business development support. Lets build a future of financial security and success together.

Compensation

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

Responsibilities

• Develop and nurture client relationships to understand their unique financial goals and needs.
• Provide personalized financial recommendations that align with clients' objectives and risk tolerance.
• Utilize a comprehensive suite of investment and insurance solutions to craft tailored financial plans.
• Engage in proactive outreach to generate new business opportunities and expand your client base.
• Collaborate with team members to share insights and strategies for optimal client outcomes.
• Stay informed about industry trends and regulatory changes to offer up-to-date advice.
• Participate in ongoing training and development programs to enhance your financial advisory skills and knowledge base.

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 clientsAbility 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.