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Financial Advisor

$40k

The Piedmont Group

lPerformance-based income with uncapped earning opportunitie s We are seeking a motivated, relationship-focuse d Financial Advis or to join our growing team. This opportunity is ideal for a licensed professional who is passionate about helping individuals, families, and business owners achieve their financial goals through comprehensive financial planning and wealth management solution s. The successful candidate will develop new client relationships, provide personalized financial recommendations, and build a long-term book of business while maintaining the highest ethical and regulatory standar ds. What We O ffer$40,000 annual financing sub sidyUnlimited earning potential through an uncapped commission struc tureComprehensive training and ongoing professional develop mentMarketing and business development sup portAccess to a broad range of investment and insurance solut ionsSupportive team environment with opportunities for career gr owth Required Qualifica tionsActive FINRA Series 7 and Series 66 (or Series 63 & 65) licenses requ ired.Active Life and Health Insurance License requ ired.License Require ment: Applicants must hold current Series 7 and Series 66 (or Series 63 & 65) licenses, along with an active Life and Health Insurance license, at the time of hire. If you are not already licensed, The Piedmont Group will assist with preparation for the required lice nses.Minimum of 1-2 years of experience in financial services, wealth management, or financial advising prefe rred.Strong interpersonal, communication, and presentation sk ills.Self-motivated with an entrepreneurial min dset.Ability to develop and grow a client base.High ethical standards and commitment to acting in clients' best inter ests. Responsibi litiesProspect and develop new client relationships through networking, referrals, and community involv ement.Conduct comprehensive financial needs ana lysis.Develop customized financial strategies based on each client's goals and risk tole rance.Recommend appropriate investment, retirement, insurance, and wealth management solu tions.Build and maintain long-term client relationships through regular reviews and ongoing se rvice.Stay current on financial markets, investment products, and industry regula tions.Maintain accurate client records and ensure compliance with all regulatory require ments.Meet or exceed established sales and production goals. Ideal Ca ential. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of info rmation. Respons o clientsSupport investment professionals to cultivate client rela tionshipsPrepare financial plans and check their accuracy Qual ifications Bachelor's degree in Finance or re lated field5+ years' of industry experienceStrong understanding of the investme onal skills It is a if plus-bilingual English and Korean or Chinese. #J-18808-Ljbffr

Vacancy posted 5 days ago
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