Licensed Financial Advisor

Job Description

Job Description

Licensed Financial Advisor

As a Licensed Financial Advisor, you’ll serve as a trusted guide for individuals and families as they navigate life’s most significant financial milestones—from saving for education and purchasing a first home to planning for retirement and building generational wealth. With comprehensive training, personalized mentorship, and ongoing support, you’ll have everything you need to build a thriving practice and make a lasting impact on the lives you touch.

What You’ll Receive

• A personalized onboarding program with dedicated, hands-on mentorship
• A collaborative, team-driven culture focused on collective success
• Access to advanced financial tools and a wide range of industry-leading products
• A transparent and flexible pathway for career progression
• Streamlined transition support for experienced Financial Advisors

Who You Are

• Business-minded, driven, and self-motivated
• Passionate about helping others achieve financial clarity and confidence
• Grounded in integrity, empathy, and a strong sense of responsibility
• Eager to learn, grow, and embrace continuous coaching

Compensation

• Competitive compensation structure including commissions, performance bonuses, and renewal income
• Full ownership of your client relationships and book of business
• Flexibility to design your own schedule and build the lifestyle you want

Your Benefits

• Comprehensive health benefits: medical, dental, vision, life, and disability coverage
• 401(k) with employer match and access to a Health Savings Account (HSA)
• Licensing support, sponsorship, and ongoing professional education
• Recognition programs, incentive travel, and career development opportunities
• Access to in-house financial planning resources and expert advisory support
• teams

$70,000 - $150,000

• Deliver personalized financial planning solutions to help clients work toward their short-term and long-term financial goals
• Create financial plans and cross-check work to ensure complete accuracy of information
• Analyze financial information, develop personalized strategies, and assist clients in achieving their financial goals

Requirements

• U.S. citizen or permanent resident
• Willing to obtain financial licenses (Life & Health, SIE, Series 6/7 & 63/65)

We are a well-established, boutique financial planning and wealth management firm with a focus on delivering tailored financial strategies and an exceptional client experience. Our collaborative and professional environment is designed for growth-minded individuals who are passionate about financial planning and client service.

Why Join The Piedmont Group?

• Play a critical role in delivering personalized, high-quality financial planning.
• Work in a boutique environment where your work has a direct impact.
• Collaborate with experienced advisors and deepen your industry knowledge.
• Join a firm that values professionalism, precision, and long-term client relationships.
• Enjoy career growth opportunities and support for ongoing professional development.