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Financial Advisor

The Piedmont Group

Financial Advisor

Gainesville, GA +1 location
Full Time
Paid
  • Responsibilities

    Are you a skilled financial advisor ready to elevate your career? Join The Piedmont Group and truly make a difference. Whether you're a recent college graduate or a new financial advisor, you are welcome at The Piedmont Group. Our impressive track record speaks volumes. Find your motivation for change by applying to our Tuscaloosa office. The Piedmont Group is a non-captive agency that focuses on comprehensive financial planning. Our advisors have complete ownership of their practice. Embrace the perks of achieving new financial milestones while maintaining a harmonious work-life balance in this position. Our competitive environment and growth opportunities will empower you to excel in wealth management. The moment is here. Are you ready to seize this chance? Responsibilities: • Customize financial plans for each client, taking into consideration potential life changes and evolving financial needs • Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects • Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives Qualifications: • Bachelor's degree • The candidate must obtain a Life & Health Insurance license, Series 7, and Series 66 within 6 months of hire • Desired qualifications include knowledge of the financial industry, financial products, best practices, and tax regulation • Experience in Athletics, Sales, Military, or Real Estate, is highly valued and aligns with our top advisors • Knowledge of financial industry, financial products, best practices, and tax regulation is desired • You must either have U.S. Citizenship or a Green Card & live in the United States Compensation: $65,000 - $88,000 at plan commission

    • Customize financial plans for each client, taking into consideration potential life changes and evolving financial needs • Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects • Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives

  • Locations
    Tuscaloosa, AL • Gainesville, GA