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

Unlimited commission potential

Comprehensive training and development

Marketing and business development |"

Access to investment and insurance 솔루션

Supportive team environment withCareer

Job summary

The Piedmont Group is seeking a motivated Financial Advisor to build a long-term client book through comprehensive financial planning and wealth management solutions in a performance-based environment.

You will develop new client relationships, provide personalized financial recommendations, and operate under high ethical standards to help individuals, families, and business owners reach their financial goals. Licensing assistance is available to get you fully qualified.

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

Skills

Interpersonal communication

Entrepreneurial mindset

Client development

Ethical standards

Education

Bachelor's degree in Finance or related field

Job description

• May offer up to $50,000 annual financing subsidy
• Unlimited Commission Potential
• 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