Financial Advisor

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

Benefits offered by this job

Ongoing professional development

Career advancement opportunities

Job summary

A boutique financial planning firm seeks a driven Financial Advisor in Dawsonville, GA. This role offers opportunities for growth in a supportive environment, with responsibilities including guiding clients through financial planning and building lasting relationships. Candidates should be authorized to work in the U.S. and preferably have a background in sales or finance. Compensation ranges from $70,000 to $150,000 based on performance, and a strong understanding of financial planning is preferred.

Qualifications

• Authorized to work in the U.S. (no visa sponsorship required).
• Local candidate preferred.
• Prior sales experience is beneficial.

Responsibilities

• Guide clients through comprehensive financial planning.
• Develop new business proactively as a licensed advisor.
• Build personalized financial strategies for clients.

Skills

Client relationship building

Financial planning

Investment strategies

Risk management

Education

Bachelor's degree preferred

Tools

Life & Health licenses

SIE license

Series 66 license

Job description

Leverage the strength of The Piedmont Group (TPG)—an established general agency of Massachusetts Mutual Life Insurance Company and a Top 8 Independent Broker-Dealer—to advance your career in financial services. Our Dawsonville officeis seeking driven professionals ready to grow, whether you are an experienced Financial Advisor or exploring a new career path.

At TPG, you’ll join a collaborative team of seasoned leaders committed to helping individuals and families achieve long-term financial security.

As a Financial Advisor with TPG, you’ll have the flexibility, resources, and support needed to build and expand your practice while maintaining a strong fiduciary focus. If you thrive in a fast-paced, growth-oriented environment, we invite you to take the next step in your career with us.

Compensation: $70,000–$125,000 performance based

Responsibilities

• Guide clients through comprehensive planning
• Serve as a licensed advisor while proactively developing new business
• Build lasting client relationships through personalized financial strategies
• Grow professionally with structured training and ongoing support, regardless of industry experience

Qualifications

• Authorized to work in the United States (no visa sponsorship required)
• Local candidate
• obtain prior to onboarding: Life & Health, SIE, and Series 66 licenses
• Prior sales experience and/or a bachelor’s degree preferred
• Open to individuals new to the industry or transitioning from another firm

Strongly preferred

• Strong understanding of financial planning, investment strategies, and risk management

Compensation

$70,000 - $150,000 per year

About The Piedmont Group

We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.

Why Join Us?

• Play a key role in delivering tailored, high-quality financial planning
• Make a direct impact in a boutique, client-centered environment
• Collaborate with experienced advisors and expand your industry expertise
• Thrive in a firm that values professionalism, precision, and lasting client relationships
• Access ongoing professional development and meaningful career advancement opportunities