Local Entry-Level Financial Advisor — Unlimited Commissions

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

Benefits offered by this job

Financing subsidy

Unlimited commissions

Comprehensive training

Marketing support

Job summary

The Piedmont Group in Birmingham, Alabama welcomes a driven Entry-Level Financial Advisor to join our team. Build client relationships, assess financial goals, and deliver tailored investment and insurance plans in a supportive, growth‑oriented environment.

Based in Birmingham/Tuscaloosa locations, you’ll receive comprehensive training, marketing support, and potential unlimited commissions as you develop a long‑term book of business in a collaborative, family‑like firm.

Qualifications

• Authorized to work in the United States.
• No visa sponsorship required.
• Must be a local candidate.
• Licensure prior to onboarding: Life & Health, SIE, and 66.
• Prior sales experience and/or bachelor’s degree.
• Clean Form U4 (no disclosures).
• Experience in financial advising with a track record of building client relationships.
• Ability to conduct financial assessments and tailor investment/insurance strategies.
• Proven ability to identify and pursue new business opportunities to grow portfolios.
• Strong collaboration to work with the team and deliver client service.
• Up-to-date knowledge of industry trends and regulatory changes.
• Proficiency in utilizing marketing resources to attract clients.
• Ability to guide clients through planning decisions.

Responsibilities

• Develop and nurture strong client relationships by understanding their financial goals and providing tailored advice.
• Conduct comprehensive financial assessments to create personalized investment and insurance strategies.
• Pursue new business opportunities to expand client base and portfolio.
• Collaborate with the team to deliver exceptional client service and ensure seamless execution of plans.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize marketing resources to promote financial services and attract clients.
• Guide clients through financial planning complexities to build confidence.

Skills

Sales experience

Client relationships

Financial planning

Team collaboration

Education

Bachelor's degree

Job description

The Piedmont Group in Birmingham, Alabama welcomes a driven Entry-Level Financial Advisor to join our team. Build client relationships, assess financial goals, and deliver tailored investment and insurance plans in a supportive, growth‑oriented environment.

Based in Birmingham/Tuscaloosa locations, you’ll receive comprehensive training, marketing support, and potential unlimited commissions as you develop a long‑term book of business in a collaborative, family‑like firm.