Entry-Level Financial Advisor

Job Description

Job Description

Financial Advisor (May Graduates, Early Acceptance)

About The Piedmont Group

At The Piedmont Group, we believe great financial advisors aren't born—they're developed. Backed by the strength and stability of The Piedmont Group, we provide the training, mentorship, and support needed to help ambitious recent graduates and early-career professionals launch successful, rewarding careers.

From your first day, you'll have access to experienced mentors, professional development resources, and prior to starting, a structured path to earn industry licenses and build your expertise. If you're looking for an opportunity to learn, grow, and make a meaningful difference in people's lives, this could be the perfect place to start. Join our collaborative team and begin building a career with purpose.

Why The Piedmont Group?

• Comprehensive training and mentorship

• Industry licensing support

• Career growth opportunities

• Backing of a respected financial services organization

• Meaningful work helping clients achieve their financial goals

• Collaborative and supportive team culture
  

The Opportunity

As a Financial Advisor , you'll learn how to help individuals and families make informed financial decisions and work toward their long-term goals. Through hands-on training, mentorship, and real-world experience, you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance.

Licensing & Professional Development

We'll provide the resources, study materials, training, and support necessary to help you earn key industry licenses prior to onboarding:
Life & Health Insurance License

• Securities Industry Essentials (SIE)

• FINRA Series 66

You'll receive guidance throughout the licensing process and ongoing mentorship to help you build a long-term career in financial services. Series 7 after onboarding.

Compensation & Growth

We offer a competitive compensation structure designed to support your success as you build your career.

• Performance/commission -based compensation

• Bonuses and incentives

• Practice allowances to support your professional development and business growth

• Significant advancement and income-growth potential

Benefits

Eligible advisors have access to a comprehensive benefits package, including:

• Medical Insurance

• Dental Insurance

• Vision Insurance

• 401(k) Retirement Plan

• Disability Coverage

If you're a recent graduate or early-career professional looking for more than just a job, join The Piedmont Group and begin building a career that can make a lasting impact on the lives of others—and your own future.

To qualify, you must be a U.S. citizen or permanent resident with work authorization that does not require sponsorship and have the ability to obtain required licenses and registrations.

Compensation:

$60,000 - $170,000

Responsibilities:

With training and support, you will:

• Learn how to conduct client conversations to understand financial goals, priorities, and needs

• Build professional relationships through networking, referrals, and community involvement

• Assist in developing financial strategies that may include investments, insurance, and retirement planning

• Present recommendations and solutions tailored to each client's unique situation

• Deliver outstanding client service and help create long-term, trusted relationships

• Continuously develop your financial knowledge, business skills, and professional network

Qualifications:

No prior financial services experience is required—we're looking for motivated individuals with a desire to learn and grow.

What We're Looking For

Education

• Bachelor's degree completed or in progress (all majors encouraged to apply)

• Recent graduates and early-career professionals are welcome

Skills & Attributes

We're looking for candidates who are:

• Motivated and Goal-Oriented – excited to build a successful career and take ownership of their growth

• Coachable – open to feedback and committed to continuous learning

• Strong Communicators – able to connect with others and build meaningful relationships

• Driven by Purpose – motivated by helping others achieve financial confidence

• Adaptable and Curious – eager to learn new concepts, technologies, and professional skills

• Initiative-Takers – willing to step outside their comfort zone and embrace new opportunities

Previous experience in finance, sales, business development, or client service is helpful but not required.

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.