Licensed Financial Advisor

The Piedmont Group; Dawsonville (GA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Uncapped commission

Financing subsidy

Training

Marketing support

Investment options

Insurance options

Career growth

Job summary

The Piedmont Group in Dawsonville, GA is seeking a motivated Financial Advisor to grow a client book through personalized planning and wealth management solutions. You will build relationships with individuals, families, and business owners while delivering comprehensive financial recommendations and maintaining high ethical standards.

Ideal candidates have active securities licenses and an insurance license, with a track record of self-motivation and a demonstrated ability to develop a client

Qualifications

• Bachelor's degree in Finance or related field.
• Current Series 7 and Series 66 licenses (or Series 63/65) and Life & Health Insurance license.
• Strong interpersonal, communication, and presentation skills.
• Self-motivated with an entrepreneurial mindset.
• Ability to develop and grow a client base.
• High ethical standards and compliance with regulations.

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 through regular reviews.
• Stay current on financial markets, products, and regulations.
• Maintain accurate client records and ensure regulatory compliance.
• Meet or exceed sales and production goals.

Skills

Interpersonal skills

Communication skills

Presentation skills

Entrepreneurial mindset

Client development

Education

Bachelor's degree in Finance

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

$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