Wealth Manager

Job Description

Job Description

Make a Lasting Impact as a Licensed Wealth Manager with The Piedmont Group. Build a Practice with Purpose.

You’ve experienced the deep satisfaction of helping people define their goals, protect their families, and achieve financial security. You understand that the work you do each day can change lives—now and for generations to come.

Take Your Practice Further
You're ready for the next step, and you know that aligning with an innovative, growth-minded organization can accelerate your success. At The Piedmont Group, we recognize and value your expertise. Here, you’ll have the freedom to grow your practice on your terms—with the full backing of a company committed to innovation and excellence.

What We Offer to Elevate Your Practice:

• Advanced technology platforms

• Competitive and diverse product solutions

• Access to a network of highly specialized experts

• A Design Center dedicated to developing and illustrating innovative strategies

• Personalized marketing support

• The tools and flexibility to build your personal brand

An Exceptional Culture, Powered by Exceptional People

We are looking for experienced Financial Advisors who are deeply invested in their communities and aligned with our core values:

• Accountability: Own outcomes by finding solutions, not excuses

• Ambition: Pursue excellence beyond your comfort zone

• Coachability: Embrace feedback as a growth opportunity

• Integrity: Deliver on promises —to clients, colleagues, and yourself

Compensation & Benefits

Competitive benefits, commissions, performance incentives, and renewal bonuses

Join a firm where your work matters—today and for years to come.

$70,000 - $150,000 per year

• Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals.

• Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.

• Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.

• Bachelor’s degree or equivalent work experience

• Prior experience as a financial advisor strongly preferred

• No disclosures on Form U4

• Willing to obtain the following licenses prior to onboarding: Life & Health, SIE, and Series 66

We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.

There is an overwhelming sense of pride that comes with representing The Piedmont Group. We have incredible people at our firm who are happy to be part of this big family. The whole is greater than the sum of its parts, and we firmly believe that with teamwork and togetherness, we are able to achieve more.