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Financial Advisor

$70k - $150k

The Piedmont Group

Job Description

Job Description

Financial Advisor – Build Your Future with The Piedmont Group, a MassMutual FirmLaunch a Career with Purpose

At The Piedmont Group, a MassMutual Firm, we believe successful financial advisors are built through mentorship, continuous development, and a collaborative culture. When you join our team, you're never expected to build your practice alone. You'll have access to experienced mentors, proven resources, and a supportive team committed to helping you succeed.

Whether you're launching your career or making a transition into financial services, our structured advisor development program is designed to help you gain confidence, strengthen your expertise, build lasting client relationships, and establish a successful financial planning practice.

What You'll Have Access To

As a Financial Advisor with The Piedmont Group, you'll be supported with the tools, resources, and expertise needed to serve clients and grow your career, including:

  • A comprehensive portfolio of investment, insurance, retirement, and wealth management solutions

  • Advanced planning support and specialized insurance expertise from 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 seasoned 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 enhance the client experience

A Culture That Invests in You

Your success is our priority. We are committed to helping advisors build rewarding, long-term careers by providing the guidance, education, and support needed to grow personally and professionally.

Our culture is centered on:

  • Business-minded flexibility with the support of an established firm

  • Comprehensive training and ongoing professional development

  • A collaborative, team-oriented environment

  • Meaningful work that helps clients pursue financial confidence and long-term goals

  • Integrity, accountability, and transparency in everything we do

  • Innovation and continuous improvement

Compensation & Benefits

Our compensation model is designed to reward performance while providing opportunities for long-term financial growth.

Benefits include:

  • Multiple income opportunities through commissions, fees, and performance-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 assistance, continuing education, and ongoing professional development

Why The Piedmont Group?

Building a successful financial planning practice takes more than ambition—it takes the right support system. At The Piedmont Group, you'll join a firm that values collaboration, professional growth, and client-first service while providing the resources to help you develop a thriving business.

If you're motivated to make a meaningful difference in the lives of individuals, families, and business owners while building a rewarding career with unlimited growth potential, we'd love to meet you.

Take the next step with The Piedmont Group, a MassMutual Firm, and build a career where your growth is supported, your success is rewarded, and the impact you make lasts for generations.

Compensation:

$70,000 - $150,000

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)
About Company

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.

Vacancy posted 4 days ago
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