Comprehensive Financial Advisor

Comprehensive Financial Advisor📍 Location: Tuscaloosa, AL | Hybrid Opportunity (Local candidates only)

At The Piedmont Group, we help driven, independent professionals make a lasting impact on the financial futures of the clients they serve. As a Comprehensive Financial Advisor, you’ll craft personalized financial strategies with the full backing of experienced Senior Advisors, dedicated internal staff, and industry-leading training and technology.

About the Role

In this role, you’ll partner with individuals and families to design tailored financial plans that support their short- and long-term goals. Through hands-on mentorship, innovative tools, and collaboration with accomplished professionals, you’ll gain the knowledge and confidence to grow your own successful advisory practice while making a meaningful difference in your clients’ lives.

Key Responsibilities

• Provide comprehensive financial guidance and planning for clients

• Collaborate with Senior Advisors and specialists to deliver holistic financial solutions

• Analyze financial data and develop personalized investment, risk management, and retirement strategies

• Build and grow your client base through networking, marketing initiatives, and firm support

• Prepare and present financial plans with precision, clarity, and professionalism

What We’re Looking For

• Bachelor’s degree or higher

• Entrepreneurial mindset and desire to build your own practice

• Willingness to obtain life insurance licensing upon joining and securities licensing within six months

• Must reside near Tuscaloosa, AL (for hybrid in-office collaboration)

Compensation & Benefits

Your effort and results define your income. Compensation is performance-based and tailored to your level of ownership, experience, and achievement.

• W2 or 1099 structures available – multiple revenue streams

• Access to comprehensive employee benefits

• Ongoing mentorship, training, and career development within a collaborative, growth-oriented culture