Financial Advisor

Job Description

Job Description

Financial Advisor – Build Your Practice with Independence & Support

The Piedmont Group

Position Type: Full-Time | Permanent | In-Office

Compensation: Performance-Based | Typical Annual Earnings: $70,000–$150,000+

Build a Career on Your Terms

The Piedmont Group is seeking ambitious Financial Advisors who are ready to grow their business, make a meaningful impact, and build a long-term career within an independent, advisor-focused firm.

Whether you're an experienced advisor looking to expand your existing practice or a motivated professional pursuing a career in financial services, The Piedmont Group provides the resources, mentorship, and flexibility to help you achieve your goals.

As a Financial Advisor, you'll partner with individuals, families, and business owners to create personalized financial strategies focused on wealth management, retirement planning, investment solutions, and risk management. You'll enjoy the freedom of an independent, non-captive model while benefiting from comprehensive operational support, advanced technology, and ongoing professional development.

What You'll Do

• Develop and maintain long-term relationships with individuals, families, and business owners.
• Create customized financial strategies based on each client's goals and objectives.
• Provide guidance on retirement planning, investments, wealth management, insurance, and risk management solutions.
• Build and grow your own client base while delivering exceptional service.
• Leverage industry-leading planning tools, technology, and support resources to manage and expand your practice.
• Continue developing professionally through training, mentorship, and collaboration with experienced advisors.

What We Offer

• Ownership of your practice and client relationships
• Independent, non-captive business model
• Access to more than 50 insurance carriers and a broad suite of financial products
• Dedicated local operational and administrative support
• Comprehensive onboarding, ongoing training, and professional mentorship
• Advanced financial planning technology and practice management resources
• Strategic partnerships with leading financial institutions
• Flexible career growth opportunities
• Concierge-level advisor support
• Licensure sponsorship and reimbursement opportunities for qualified candidates
• Competitive performance-based compensation with bonus potential
• Opportunity to establish or grow your own DBA or advisory team
• Collaboration and mentorship from a network of more than 100 experienced advisors
• If you're looking for the independence to build your own practice while receiving the support of an established organization, The Piedmont Group offers the platform to help you succeed and grow your career for years to come.

$70,000 - $150,000 per year

• Build and grow your own financial services practice
• Develop and maintain long-term client relationships
• Create customized financial plans and wealth management strategies
• Help clients achieve their financial goals through holistic planning
• Collaborate with specialists in investments, estate planning, and trust services
• Leverage technology, marketing resources, and operational support to scale your business

• Authorized to work in the United States (no visa sponsorship available)
• Local candidate
• Ability to obtain Life & Health, SIE, and Series 66 licenses prior to onboarding
• Clean Form U4 (no disclosures)
• Strong communication and relationship-building skills
• Self-motivated, forward-thinking, and goal-oriented mindset

Preferred

• Prior financial advisor or financial services experience
• Strong understanding of financial planning, investment strategies, and risk management
• Sales experience and/or bachelor's degree
• Currently licensed advisors
• Individuals transitioning from another firm or entering the industry with strong professional experience

Why Financial Advisors Choose The Piedmont Group

We Offer Our Advisors:

• Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
• Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career
• Aggressive, performance-driven, and bonus-structured compensation
• Licensure sponsorship/reimbursement
• Your existing and new business is yours
• We are a non-captive agency
• Concierge-level advisor services
• Innovative tools and technology to scale your practice
• 100+ seasoned advisors that can mentor & assist in business growth

At The Piedmont Group, advisors gain a true strategic partner —one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

Independence supported by infrastructure. Growth driven by partnership.