Financial Advisor — Build Your Client-First Practice

The Piedmont Group; Birmingham (AL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Financing subsidy up to $50,000

Job summary

The Piedmont Group in Birmingham, AL seeks a licensed Financial Advisor to grow a local practice and serve individuals, families, and business owners. You will build lasting client relationships, deliver tailored financial plans, and drive comprehensive strategies across investments, insurance, and retirement planning.

On this team, you will receive training, marketing support, and access to a broad suite of financial products.

Qualifications

• Authorized to work in the United States.
• Must be a local candidate for Birmingham, AL.
• Licensure required: Life & Health, SIE, and 66.

Responsibilities

• Develop and maintain a long-term client base and referral network.
• Provide personalized financial recommendations across insurance, retirement, and investment planning.
• Build and present comprehensive financial strategies to clients and business owners.
• Collaborate with team members to deliver holistic financial solutions.
• Actively grow practice through prospecting and marketing support.

Skills

Client relationship building

Sales experience

Financial planning

Education

Bachelor's degree

Life & Health Licenses (Life & Health, SIE, and 66)

Job description

The Piedmont Group in Birmingham, AL seeks a licensed Financial Advisor to grow a local practice and serve individuals, families, and business owners. You will build lasting client relationships, deliver tailored financial plans, and drive comprehensive strategies across investments, insurance, and retirement planning.

On this team, you will receive training, marketing support, and access to a broad suite of financial products.