Experienced Licensed Wealth Management Advisor

The Piedmont Group

Experienced Licensed Wealth Management Advisor

Dunwoody, GA
Full Time
Paid
  • Responsibilities

    Now Hiring: Experienced Licensed Wealth Management Advisors | Atlanta, GA Welcome to The Piedmont Group At The Piedmont Group, we partner with experienced advisors who already know how to build and manage successful practices—but want a stronger platform to support their next stage of growth. Our model is built for independence, scalability, and long-term value creation. We provide seasoned advisors with institutional-level resources while preserving what matters most: control of your business, ownership of your relationships, and the freedom to execute your vision. Our culture is collaborative, performance-driven, and grounded in leadership and accountability. This opportunity is well-suited for experienced advisors who are: • Operating established practices and seeking enhanced infrastructure • Looking for strategic support in compliance, operations, marketing, succession planning, or recruiting • Focused on scaling intentionally, strengthening enterprise value, and building a lasting legacy At Piedmont, you gain a true partner—one that respects your experience, amplifies your capabilities, and aligns with your long-term goals. Where Independence Is Strengthened by Infrastructure Join a firm where your expertise is valued, your vision is supported, and your growth remains firmly in your control. Compensation: Performance-based, $70,000–$160,000 annually Let’s start the conversation. Responsibilities: • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish Qualifications: • You must either have U.S. Citizenship or a Green Card & live in the United States • Previous sales or industry experience is preferred • Life and Health License, SIE, & 66 before onboarding • If you have the following experience, you may be a great fit: military background, student-athlete, academically competitive scholar, experience in related roles, or if you have conquered & outgrown your current role • High school diploma mandatory: four-year undergraduate degree strongly preferred • Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations Compensation: $70,000 - $160,000 per year

    • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish

  • Compensation
    $70,000-$160,000 per year