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Financial Advisor Managing Associate

Financial Services | Foley, AL | Full Time and Contract | From $75,000 to $150,000 per year

Job Description

Ready to Take Your Finance Career to the Next Level?

At The Piedmont Group, MassMutual we’re committed to empowering financial professionals with the tools, support, and environment they need to succeed. We’ve invested in state-of-the-art practice management technology to ensure our advisors have access to the latest resources. With a footprint spanning 19 locations, we are among the top 10 MassMutual independent firms. Our firm particularly excels in planning fees, new advisor development, and contract planning fees.

Join a thriving network of almost 200 financial professionals who are elevating their careers with The Piedmont Group.

We're Growing in Birmingham

We’re currently seeking driven Financial Advisors and aspiring agents to join our Birmingham team. As a TPG Advisor, you’ll be supported by 80+ dedicated staff members who help you build, grow, and manage your business. Our comprehensive support structure includes:

  • An in-house Marketing Department
  • A robust Planning Department
  • Expert Recruitment Services

These resources attract experienced professionals looking to expand their practice—and they’re available to help you do the same.

Compensation $75K – $155K/yr

Requirements:

  • U.S. Citizen or Green Card holder residing in the United States
  • Bachelor's Degree (strongly preferred)
  • Sales experience (strongly preferred)
  • Obtain Life & Health License, Series 7, and Series 66, within 6 months of hire

Preferred Background:

Experience as a financial planner, personal financial advisor, financial analyst, or consultant

Your Role as an Advisor

  • Help clients implement financial strategies using products such as life insurance, mutual funds, and savings plans
  • Continuously identify and pursue prospective clients while building lasting relationships
  • Deliver personalized financial advice aligned with each client's goals and risk tolerance
  • Develop expertise in financial products, industry best practices, and applicable tax laws
  • Grow With a Firm That Invests in You
  • Apply today and discover how your career and business can thrive

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