Wealth Advisor: Uncapped Earnings & Client Growth

The Piedmont Group; Peachtree Corners (GA); On-site; USD 36,000 - 44,000; Full time

Job summary

The Piedmont Group in Peachtree Corners, GA is seeking a motivated Financial Advisor to join our growing team. This licensed professional will build a long-term client book through comprehensive financial planning and wealth management, working with individuals, families, and business owners.

Responsibilities include developing new client relationships, delivering personalized recommendations, and maintaining regulatory standards.

Qualifications

• Active FINRA Series 7 and Series 66 licenses are required.
• Active Life and Health Insurance license is required.
• 1–2 years of experience in financial services, wealth management, or financial advising preferred.
• Strong interpersonal, communication, and presentation skills.
• Self-motivated with an entrepreneurial mindset.
• Ability to develop and grow a client base.
• High ethical standards and commitment to acting in clients' best interests.

Responsibilities

• Prospect and develop new client relationships through networking, referrals, and community involvement.
• Conduct comprehensive financial needs analysis for clients.
• Develop customized financial strategies based on client goals and risk tolerance.
• Recommend appropriate investment, retirement, and insurance solutions.
• Build and maintain long-term client relationships through regular reviews and ongoing service.
• Maintain accurate client records and ensure regulatory compliance.

Skills

Relationship building

Communication

Presentation skills

Sales & business development

Education

Bachelor's degree in Finance or related field

Tools

Financial planning software

Job description

The Piedmont Group in Peachtree Corners, GA is seeking a motivated Financial Advisor to join our growing team. This licensed professional will build a long-term client book through comprehensive financial planning and wealth management, working with individuals, families, and business owners.

Responsibilities include developing new client relationships, delivering personalized recommendations, and maintaining regulatory standards.