Comprehensive Financial Advisor

As a Comprehensive Financial Advisor at The Piedmont Group*, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources.

MUST LIVE in Dunwoody area for this in-office opportunity

Join our team of independent financial professionals dedicated to helping people achieve their financial aspirations. The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.

• Competitive Compensation is individualized and based on performance and activity, ownership and experience. We are looking for top successful individuals who want MORE in their career, their impact, and their goals to align with our team.
• W2/1099- multi-revenue stream with employee benefits. (Performance based/ownership).

Responsibilities

• Provide financial planning support to clients
• Support investment and risk professionals to cultivate client relationships
• Prepare financial plans and deliver
• Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking

Qualifications

· Bachelor's degree or greater

· Our Advisors earn life licensing to start and securities, within the first 6 months

If you are looking for a career home that offers financial freedom for yourself and your clients; let’s chat. We invite you to apply Schedule a call with me: Jennifer Galluzzo | LinkedIn

#financial #flexibility #security #impact #balance #culture

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*The Piedmont Group is a sales office of MassMutual Life Insurance, LLC