Experienced Financial Advisor

Join Our Team as an Experienced Financial Advisor at The Piedmont Group!

As an Experienced Financial Advisor with us, you will play a crucial role in delivering comprehensive financial planning and guidance to our 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 SI, Series 66, and Series 7. Interested candidates, please Schedule a call with me : Jennifer Galluzzo, Recruiter @ The Piedmont Group and Connect with me on LinkedIn .

Location Requirement: Must reside in Atlanta. This is a hybrid position, allowing for both in-office and remote work.

We are a team 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.

Licenses Needed: Series 7, Series 66, Life & Health Insurance

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 (recommended)
• Series 6, Series 7, and Series 63, 65, or 66 (recommended)
• 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

If you're seeking a career that offers equity, independence, autonomy, and the opportunity for financial freedom—for yourself and your clients—apply today to learn more!

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