Licensed Financial Advisor — $50K Subsidy, Uncapped Earnings

The Piedmont Group; Dawsonville (GA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Financing subsidy

Uncapped commissions

Training

Marketing support

Investment solutions

Career growth

Job summary

The Piedmont Group in Georgia seeks a motivated Financial Advisor to help individuals, families, and business owners reach their financial goals through comprehensive planning and wealth management solutions.

You will develop new client relationships, provide tailored recommendations, and build a long-term book of business while upholding the highest ethical standards in a performance-based environment with uncapped earning potential.

Qualifications

• Must hold Series 7 and Series 66 licenses and Life/Health license.
• Strong interpersonal and presentation skills.
• Self-motivated with entrepreneurial mindset.
• Ability to develop and grow a client base.
• High ethical standards and fiduciary duties.

Responsibilities

• Prospect and develop new client relationships through networking and referrals.
• Conduct comprehensive financial needs analysis.
• Develop customized financial strategies based on client goals and risk tolerance.
• Recommend investments, retirement, insurance, and wealth management solutions.
• Build long-term relationships with ongoing service and reviews.
• Stay current on markets and regulations.
• Maintain accurate client records and regulatory compliance.
• Meet or exceed sales and production goals.
• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Relationship building

Communication skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Licenses Series 7/66

Education

Bachelor's degree in Finance

Job description

The Piedmont Group in Georgia seeks a motivated Financial Advisor to help individuals, families, and business owners reach their financial goals through comprehensive planning and wealth management solutions.

You will develop new client relationships, provide tailored recommendations, and build a long-term book of business while upholding the highest ethical standards in a performance-based environment with uncapped earning potential.