Top-Tier Licensed Financial Advisor — Uncapped Earnings

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

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