Financial Advisor

The Piedmont Group; Montgomery (AL); On-site; USD 50,000 - 120,000; Full time

Benefits offered by this job

Financing subsidy

Uncapped earning potential

Training & development

Marketing support

Investment & insurance access

Career growth

Job summary

The Piedmont Group is seeking a motivated Financial Advisor in Montgomery, AL to build a personal book of business through comprehensive financial planning and wealth management services. You will develop client relationships, deliver personalized recommendations, and maintain high ethical standards in a performance-based environment.

Ideal candidates hold necessary FINRA licenses and Life/Health insurance credentials, with 1–2 years of relevant experience.

Qualifications

• Active FINRA Series 7 and Series 66 licenses required (or Series 63/65).
• Active Life and Health Insurance License required.
• License assistance offered if not yet licensed at time of hire.
• 1–2 years of experience in financial services, wealth management, or financial advising preferred.
• Strong interpersonal, communication, and presentation skills.
• Self-motivated with an entrepreneurial mindset.
• Ability to develop and grow a client base.
• High ethical standards and commitment to acting in clients' best interests.

Responsibilities

• Prospect and develop new client relationships through networking, referrals, and community involvement.
• Conduct comprehensive financial needs analysis.
• Develop customized financial strategies based on each client's goals and risk tolerance.
• Recommend investment, retirement, insurance, and wealth management solutions.
• Build and maintain long-term client relationships through regular reviews and ongoing service.
• Stay current on financial markets, investment products, and industry regulations.
• Maintain accurate client records and ensure compliance with all regulatory requirements.
• Meet or exceed established sales and production goals.

Skills

Series 7 license

Series 66 license

Life & Health Insurance license

Relationship building

Communication & presentation

Entrepreneurial mindset

Networking

Regulatory compliance

Job description

• Performance-based income with uncapped earning opportunities

We are seeking a motivated, relationship-focused Financial Advisor to join our growing team. This opportunity is ideal for a licensed professional who is passionate about helping individuals, families, and business owners achieve their financial goals through comprehensive financial planning and wealth management solutions.

The successful candidate will develop new client relationships, provide personalized financial recommendations, and build a long-term book of business while maintaining the highest ethical and regulatory standards.

What We Offer

• $50,000 annual financing subsidy
• Unlimited earning potential through an uncapped commission structure
• Comprehensive training and ongoing professional development
• Marketing and business development support
• Access to a broad range of investment and insurance solutions
• Supportive team environment with opportunities for career growth

Required Qualifications

• Active FINRA Series 7 and Series 66 (or Series 63 & 65) licenses required.
• Active Life and Health Insurance License required.
• License Requirement: Applicants must hold current Series 7 and Series 66 (or Series 63 & 65) licenses, along with an active Life and Health Insurance license, at the time of hire. If you are not already licensed, The Piedmont Group will assist with preparation for the required licenses.
• Minimum of 1-2 years of experience in financial services, wealth management, or financial advising preferred.
• Strong interpersonal, communication, and presentation skills.
• Self-motivated with an entrepreneurial mindset.
• Ability to develop and grow a client base.
• High ethical standards and commitment to acting in clients' best interests.

Responsibilities

• Prospect and develop new client relationships through networking, referrals, and community involvement.
• Conduct comprehensive financial needs analysis.
• Develop customized financial strategies based on each client's goals and risk tolerance.
• Recommend appropriate investment, retirement, insurance, and wealth management solutions.
• Build and maintain long-term client relationships through regular reviews and ongoing service.
• Stay current on financial markets, investment products, and industry regulations.
• Maintain accurate client records and ensure compliance with all regulatory requirements.
• Meet or exceed established sales and production goals.

Ideal Candidate

• You are a driven financial professional who enjoys building lasting relationships and helping clients pursue financial success. You are comfortable generating new business, delivering personalized financial advice, and operating in a performance-based environment with significant income potential.