Entry-Level Financial Advisor

Description

Financial Advisor - Growth Opportunity | The Piedmont Group, a MassMutual Firm

At The Piedmont Group, a MassMutual Firm, we believe great financial advisors are developed through exceptional training, experienced mentorship, and the right support system. When you join our team, you won't be building your business alone-you'll have access to a collaborative environment, structured development program, and the resources needed to build a successful and rewarding career.

Whether you're launching your career or making a transition into financial services, we'll provide the education, coaching, and opportunities to help you develop your skills, grow a client base, and build a thriving practice.

What You'll Gain

As a Financial Advisor with The Piedmont Group, you'll have access to:

• A comprehensive portfolio of investment, insurance, retirement, and wealth management solutions to meet a wide range of client needs
• Specialized insurance and advanced planning resources through a centralized support platform
• Proven planning strategies and client engagement processes for individuals, families, and business owners
• Dedicated operational support for new business processing, underwriting, compliance, and client service
• 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 tools, and digital resources designed to enhance productivity and the client experience

A Culture Built Around Your Success

We're committed to helping early-career advisors build confidence, develop professionally, and make a meaningful difference in the lives of their clients.

Our culture is built on:

• Flexibility and independence
• Ongoing professional development
• Purpose-driven work that creates lasting impact
• A collaborative and supportive team environment
• Transparency, accountability, and integrity
• Innovation and continuous improvement

Compensation & Benefits

We offer a competitive, performance-based compensation model designed to reward growth and long-term success, including:

• Multiple income streams through commissions, fees, and other performance-based compensation
• Long-term earning potential through renewal commissions and recurring revenue opportunities
• Comprehensive medical, dental, and vision insurance
• Retirement plan with company contributions
• Licensing support, continuing education, and ongoing professional development resources

Build Your Future With Us

If you're driven to build meaningful client relationships, grow a successful business, and help individuals and families achieve their financial goals, The Piedmont Group provides the training, mentorship, and platform to help you succeed.

Take the next step toward a rewarding career where your growth, impact, and success matter.

Responsibilities

• Provide holistic financial planning and ongoing client guidance
• 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)