Licensed Financial Advisor

WizeHire, Inc; Tuscaloosa (AL); On-site; USD 60,000 - 130,000; Full time

Benefits offered by this job

Performance-based compensation

Mentorship from network of advisors

Independent non-captive model

Access to 50+ insurance carriers

Comprehensive onboarding and licensing

Job summary

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

Qualifications

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

Responsibilities

• 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.

Skills

Relationship building

Financial planning

Investment strategies

Risk management

Sales

Education

Bachelor's degree

Job description

Licensed Financial Advisor – Build Your Practice with Independence & Support

The Piedmont Group

Employment Type: Full-Time | Permanent | In-Office
Compensation: Performance/commission-Based

• $40,000 annual financing subsidy

• Upside Commission Potential

• Performance-based income with upside earning opportunities

Build a Career with the Freedom to Grow

At The Piedmont Group, we believe successful financial advisors are empowered by independence, supported by experienced professionals, and equipped with the resources they need to build lasting careers.

We're looking for motivated, relationship-driven professionals who are passionate about helping individuals, families, and business owners achieve their financial goals. Whether you're an experienced advisor seeking greater flexibility or a professional transitioning into financial services, you'll have access to the mentorship, technology, and operational support needed to grow with confidence.

As a Financial Advisor, you'll develop customized financial strategies that help clients build, protect, and preserve their wealth through retirement planning, investment management, insurance, and risk management solutions—all while building your own independent practice.

What You'll Do

• Build and maintain long-term relationships with individuals, families, and business owners.

• Develop personalized financial plans tailored to each client's goals and objectives.

• Provide guidance on retirement planning, investments, wealth accumulation, insurance, and risk management.

• Grow your client base through networking, referrals, community involvement, and business development.

• Utilize advanced financial planning technology and practice management tools to deliver an exceptional client experience.

• Participate in ongoing training, mentorship, and professional development to enhance your expertise.

• Collaborate with specialists in investments, estate planning, and trust services to deliver comprehensive financial solutions.

What We Offer

Joining The Piedmont Group provides access to a platform designed to help you build a successful, long-term practice, including:

• The freedom to build and own your business while maintaining your client relationships

• An independent, non-captive model focused on serving clients' best interests

• Access to more than 50 insurance carriers and a broad range of investment and financial products

• Dedicated local operational, administrative, and client service support

• Comprehensive onboarding, licensing assistance, and ongoing professional development

• Mentorship from a network of more than 100 experienced financial advisors

• Industry-leading financial planning software and practice management technology

• Strategic relationships with leading financial institutions and business partners

• Concierge-level support that allows you to focus on serving clients and growing your practice

• Opportunities to establish or expand your own DBA or advisory team

• Competitive performance-based compensation with multiple revenue streams, incentives, and bonus opportunities

Build Your Future at The Piedmont Group

If you're looking for the independence to grow your own practice while benefitting from the strength, resources, and support of an established organization, The Piedmont Group provides the platform to help you succeed.

Join a firm that invests in your professional growth, values business spirit, and empowers advisors to make a lasting impact on the lives of their clients while building a rewarding and successful career.

Preferred

• Prior financial advisor or financial services experience

• Strong understanding of financial planning, investment strategies, and risk management

• Sales experience and/or bachelor's degree

• Currently licensed advisors

• Individuals transitioning from another firm or entering the industry with strong professional experience