Unlimited-Earning Financial Advisor | Licensing & Training
The Piedmont Group
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Benefits offered by this job
Job summary
The Piedmont Group is seeking a motivated Financial Advisor in Montgomery, AL, to help individuals, families, and business owners reach financial goals through comprehensive planning and wealth management. You will build a long-term client base while delivering personalized advice and maintaining the highest ethical standards.
Ideal candidates hold FINRA Series 7 and 66 (or 63/65) and Life/Health licenses, with 1–2 years in financial services.
Qualifications
- Active FINRA Series 7 and Series 66 licenses required.
- Active Life and Health Insurance License required.
- License: Series 7 + Series 66 or Series 63/65 at hire; license prep assistance available.
- 1–2 years financial services or wealth management experience preferred.
- Strong communication and presentation skills; ethics first.
Responsibilities
- Prospect and develop new client relationships through networking and referrals.
- Conduct comprehensive financial needs analysis.
- Develop customized financial strategies for goals and risk tolerance.
- Recommend investment, retirement, insurance, and wealth solutions.
- Build long-term client relationships with regular reviews and service.
- Stay current on markets, products, and regulatory requirements.
- Maintain accurate client records and comply with regulations.
- Meet or exceed sales and production goals.
Skills
Education
Tools
Job description
The Piedmont Group is seeking a motivated Financial Advisor in Montgomery, AL, to help individuals, families, and business owners reach financial goals through comprehensive planning and wealth management. You will build a long-term client base while delivering personalized advice and maintaining the highest ethical standards.
Ideal candidates hold FINRA Series 7 and 66 (or 63/65) and Life/Health licenses, with 1–2 years in financial services.
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