Licensed Financial Advisor

The-Piedmont-Group; Dunwoody (GA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Financing subsidy

Commission upside

Training & development

Marketing resources

Job summary

The Piedmont Group in Dunwoody, GA is seeking a Licensed Financial Advisor to empower clients with comprehensive financial planning and wealth management. You’ll build long-term relationships, deliver tailored solutions, and contribute to a collaborative, growth-oriented culture.

Expect a performance-based environment with a clear career path, ongoing training, marketing support, and a compensation package featuring a $70,000–$150,000 yearly range plus potential finance subsidies and commissions.

Qualifications

• Active FINRA Series 7 and Series 66 licenses required.
• Active Life and Health Insurance License required.
• If not licensed, The Piedmont Group will assist with preparation.

Responsibilities

• Make an impact by helping people find financial stability and peace of mind.
• Follow a well-defined career path that integrates education with mentorship and a team-oriented culture.
• Benefit from a culture of innovation that embraces growth and change.
• Enjoy transparency, honesty, and clarity.
• Have a voice – your contributions and input matter.
• Experience the power of flexibility – to design your work and your life the way you envision.
• Establish networks and cultivate referrals.
• Develop and maintain long-term relationships with clients.
• Provide financial solutions through fact gathering and needs analyses.
• Broaden and deepen your skillset through ongoing professional development and joint work.

Skills

Series 7 & Series 66 licenses

Life & Health Insurance License

Education

FINRA licenses and Life/Health Insurance license

Job description

Licensed Financial Advisor

The Piedmont Group

Dunwoody, Georgia, United States

About this position

Join The Piedmont Group as a Licensed Financial Advisor and empower individuals, families, and business owners to reach their financial aspirations. At our firm, you'll find a sense of pride and community that drives our success. We value teamwork and togetherness, believing that collaboration helps us achieve more. You'll be at the forefront of providing comprehensive financial planning and wealth management solutions, developing meaningful client relationships, and building a long-term book of business. We may offer up to $50,000 in annual financing subsidy, with an upside commission structure and comprehensive training with ongoing professional development. We support your growth with marketing resources and a broad range of investment and insurance solutions. If you're a driven financial professional with a passion for helping others, you'll thrive in our performance-based environment. Let's work together to build a brighter financial future for clients and for you.

Compensation

$70,000 - $150,000 yearly

Responsibilities

• Make an impact by helping people find financial stability and peace of mind
• Follow a well-defined career path that integrates education with mentorship and a team-oriented culture
• Benefit from a culture of innovation that embraces growth and change
• Enjoy transparency, honesty, and clarity
• Have a voice – your contributions and input matter
• Experience the power of flexibility –to design your work and your life the way you envision

How will you grow your practice? You will...

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work

Qualifications

• Active FINRA Series 7 and Series 66 (or Series 63 & 65) licenses required.
• Active Life and Health Insurance License required.
• 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.

About Company

We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.

There is an overwhelming sense of pride that comes with representing The Piedmont Group. We have incredible people at our firm who are happy to be part of this big family. The whole is greater than the sum of its parts, and we firmly believe that with teamwork and togetherness, we are able to achieve more.