Financial Advisor

The Piedmont Group; Peachtree Corners (GA); On-site; USD 36,000 - 44,000; Full time

Job summary

The Piedmont Group in Peachtree Corners, GA is seeking a motivated Financial Advisor to join our growing team. This licensed professional will build a long-term client book through comprehensive financial planning and wealth management, working with individuals, families, and business owners.

Responsibilities include developing new client relationships, delivering personalized recommendations, and maintaining regulatory standards.

Qualifications

• Active FINRA Series 7 and Series 66 licenses are required.
• Active Life and Health Insurance license is required.
• 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 for clients.
• Develop customized financial strategies based on client goals and risk tolerance.
• Recommend appropriate investment, retirement, and insurance solutions.
• Build and maintain long-term client relationships through regular reviews and ongoing service.
• Maintain accurate client records and ensure regulatory compliance.

Skills

Relationship building

Communication

Presentation skills

Sales & business development

Education

Bachelor's degree in Finance or related field

Tools

Financial planning software

Job description

• lPerformance-based income with uncapped earning opportunitie

s
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 solution

s.
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 standar

ds.
What We O

• ffer$40,000 annual financing sub
• sidyUnlimited earning potential through an uncapped commission struc
• tureComprehensive training and ongoing professional develop
• mentMarketing and business development sup
• portAccess to a broad range of investment and insurance solut
• ionsSupportive team environment with opportunities for career gr

owth
Required Qualifica

• tionsActive FINRA Series 7 and Series 66 (or Series 63 & 65) licenses requ
• ired.Active Life and Health Insurance License requ
• ired.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 lice
• nses.Minimum of 1-2 years of experience in financial services, wealth management, or financial advising prefe
• rred.Strong interpersonal, communication, and presentation sk
• ills.Self-motivated with an entrepreneurial min
• dset.Ability to develop and grow a client
• base.High ethical standards and commitment to acting in clients' best inter

ests.
Responsibi

• litiesProspect and develop new client relationships through networking, referrals, and community involv
• ement.Conduct comprehensive financial needs ana
• lysis.Develop customized financial strategies based on each client's goals and risk tole
• rance.Recommend appropriate investment, retirement, insurance, and wealth management solu
• tions.Build and maintain long-term client relationships through regular reviews and ongoing se
• rvice.Stay current on financial markets, investment products, and industry regula
• tions.Maintain accurate client records and ensure compliance with all regulatory require
• ments.Meet or exceed established sales and production

goals.
Ideal Ca

ential.
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 info

rmation.
Respons

• o clientsSupport investment professionals to cultivate client rela
• tionshipsPrepare financial plans and check their

accuracy
Qual

• ifications
  Bachelor's degree in Finance or re
• lated field5+ years' of industry
• experienceStrong understanding of the investme

onal skills
It is a if plus-bilingual English and Korean

or Chinese.