Independent Licensed Financial Advisor — Build Practice

The Piedmont Group; Tuscaloosa (AL); Presencial; USD 60.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance-based compensation

Mentorship from network of advisors

Independent non-captive model

Access to 50+ insurance carriers

Comprehensive onboarding and licensing

Descripción de la vacante

The Piedmont Group is seeking a Licensed Financial Advisor to build an independent practice with strong mentorship and robust support. You’ll help clients with retirement, investments, insurance, and risk management while growing your own practice.

Enjoy access to advanced planning technology, broad product options, and a network of over 100 experienced advisors. This in-office role emphasizes relationship growth and professional development while providing opportunities to establish or expand a

Formación

• Relationship-building and client-facing skills.
• Strong understanding of financial planning and wealth management.
• Ability to explain investment strategies and risk management.

Responsabilidades

• Build and maintain long-term client relationships with individuals, families, and business owners.
• Develop customized financial plans aligned with client goals.
• Provide guidance on retirement, investments, insurance, and risk management.
• Grow client base through networking, referrals, and community involvement.
• Utilize financial planning technology and practice management tools.

Conocimientos

Relationship building

Financial planning

Investment strategies

Risk management

Sales

Educación

Bachelor's degree

Descripción del empleo

The Piedmont Group is seeking a Licensed Financial Advisor to build an independent practice with strong mentorship and robust support. You’ll help clients with retirement, investments, insurance, and risk management while growing your own practice.

Enjoy access to advanced planning technology, broad product options, and a network of over 100 experienced advisors. This in-office role emphasizes relationship growth and professional development while providing opportunities to establish or expand a