Entry-Level Financial Advisor
The Piedmont Group
Description Financial Advisor - Build Your Future with The Piedmont Group, a MassMutual Firm At The Piedmont Group, a MassMutual Firm, we believe exceptional financial advisors are developed through mentorship, comprehensive training, and a culture of collaboration. When you join our team, you're not building your business alone-you'll have the support, resources, and guidance needed to establish a successful and rewarding career. Whether you're beginning your career or transitioning into financial services, our structured development program is designed to help you build confidence, develop your expertise, grow a client base, and create a thriving financial planning practice. What You'll Receive As a Financial Advisor with The Piedmont Group, you'll have access to:
• Collaborate with Senior Advisors and specialized teams to deliver comprehensive financial solutions
• Analyze client financial data to create tailored investment, risk management, and retirement strategies
• Expand a client base through networking, marketing initiatives, and firm-supported resources
• Prepare and present clear, accurate financial plans and recommendations Qualifications • Authorized to work in the U.S. (no visa sponsorship available)
• Local candidates only
• Obtain required licenses prior to onboarding: Life & Health, SIE, Series 66
• Previous sales experience and/or a bachelor's degree
• Clean Form U4 (no disclosures)
• Strong understanding/interest in financial planning, investment strategies, and risk management
• Strong communication and relationship-building skills
• Business mindset with a desire to grow a client-focused business
• Ability to work independently while collaborating with a team
• Bachelor's degree preferred (recent graduates encouraged to apply)
- A comprehensive suite of investment, insurance, retirement, and wealth management solutions designed to meet diverse client needs
- Advanced planning and specialized insurance resources supported by experienced professionals
- Proven financial planning strategies and client engagement processes for individuals, families, and business owners
- Dedicated operational support, including new business processing, underwriting, compliance, and client service
- Ongoing collaboration with experienced financial planning and investment professionals
- Professional networking opportunities through established relationships with financial institutions and strategic partners
- Industry-leading technology, financial planning software, and digital tools that help you deliver an exceptional client experience
- Flexibility and independence
- Comprehensive training and ongoing professional development
- Meaningful work that helps clients build financial confidence
- A collaborative, team-oriented environment
- Integrity, accountability, and transparency
- Innovation and continuous improvement
- Multiple income opportunities through commissions, fees, and performance/commission-based compensation
- Long-term earning potential through renewal commissions and recurring revenue
- Comprehensive medical, dental, and vision insurance
- Retirement savings plan with company contributions
- Licensing support, continuing education, and ongoing professional development
• Collaborate with Senior Advisors and specialized teams to deliver comprehensive financial solutions
• Analyze client financial data to create tailored investment, risk management, and retirement strategies
• Expand a client base through networking, marketing initiatives, and firm-supported resources
• Prepare and present clear, accurate financial plans and recommendations Qualifications • Authorized to work in the U.S. (no visa sponsorship available)
• Local candidates only
• Obtain required licenses prior to onboarding: Life & Health, SIE, Series 66
• Previous sales experience and/or a bachelor's degree
• Clean Form U4 (no disclosures)
• Strong understanding/interest in financial planning, investment strategies, and risk management
• Strong communication and relationship-building skills
• Business mindset with a desire to grow a client-focused business
• Ability to work independently while collaborating with a team
• Bachelor's degree preferred (recent graduates encouraged to apply)
Vacancy posted 3 days ago
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