Financial Advisor

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

Benefits offered by this job

Up to $50,000 financing subsidy

Uncapped commission structure

Comprehensive training and development

Marketing and business development

Job summary

The Piedmont Group in Georgia is seeking a motivated Financial Advisor to build a long-term book of business by advising individuals, families, and business owners with comprehensive financial planning and wealth management solutions.

This role offers performance-based income with uncapped commissions, up to a $50,000 financing subsidy, extensive training, and marketing support. Licenses required: Series 7 and Series 66 (or Series 63/65) plus Life and Health Insurance.

Qualifications

• License: Series 7 and Series 66 (or Series 63 & 65) and Life/Health Insurance licenses required at hire.
• Strong interpersonal, communication, and presentation skills.
• Self-motivated with an entrepreneurial mindset and ability to grow a client base.
• High ethical standards and commitment to 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 client goals and risk tolerance.
• Recommend investment, retirement, insurance, and wealth-management solutions.
• Build and maintain long-term client relationships with regular reviews and service.
• Stay current on financial markets, investment products, and regulations.
• Maintain accurate client records and ensure regulatory compliance.
• Meet or exceed sales and production goals.

Skills

Relationship building

Financial planning

Networking

Communication skills

Entrepreneurial mindset

Education

Bachelor's degree in Finance or related field

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

• up to $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

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.

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.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field 5+ years' of industry experience
• Strong understanding of the investment business