Financial Advisor

As an Experienced Financial Advisor with The Piedmont Group, you will play a crucial role in delivering comprehensive financial planning and guidance to clients. You'll benefit from the support, training, and mentorship of our Senior Financial Professionals and dedicated internal staff. We encourage all Advisors to hold full investment licenses, including SIE, Series 66, and Series 7. Interested candidates, please click on the link for a virtual Zoom meeting: Schedule a call with me: Thank you, Jennifer Galluzzo, Recruiter @ The Piedmont Group.

Location Requirement: Must reside in the Peachtree Corners, GA area.

The Piedmont team is made of independent financial professionals committed to helping clients achieve their financial goals. The ideal candidate will provide tailored financial planning solutions, helping clients navigate both short- and long-term objectives. You should be skilled in creating accurate financial plans and ensuring thorough cross-checking of information. Your responsibilities will include analyzing financial data, developing personalized strategies, and assisting clients in reaching their financial aspirations.

Compensation: Our competitive pay structure is tailored to individual performance, activity, ownership, and experience. We seek driven individuals who aspire for greater impact and alignment with our mission.

Job Responsibilities:

• Offer financial planning support to clients
• Collaborate with investment and risk professionals to foster client relationships
• Prepare and present financial plans
• Build a clientele leveraging our internal resources and support from Senior Advisors, marketing, and networking

Qualifications:

• Bachelor's degree or higher
• Exceptional interpersonal, communication, and problem-solving skills
• Life, Accident, and Health License +
• Series 6, Series 7, and Series 63, 65, or 66 (within the first 6 months)
• Team-oriented, self-disciplined, and driven

Compensation Structure:

• Individual transition packages based on licenses, certifications, and experience
• Options for W2 or 1099; multi-revenue streams with employee benefits based on performance and ownership

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