Licensed Financial Advisor

Job Description

Job Description

At The Piedmont Group, we're dedicated to empowering you as a Licensed Financial Advisor. You'll have the freedom to expand your client base within our supportive, resource-rich environment. We believe in your growth and success, offering a performance-based compensation package with multiple revenue streams, incentives, and bonuses. You'll be part of a team that values mentorship and collaboration, providing clients with comprehensive financial strategies in retirement planning, investment management, and insurance solutions.

We may offer up to $50K annual financing subsidy with upside commission potential. We do offer multiple contract options where compensation is based on the incoming advisor’s experience/practice.

You're someone who thrives on building relationships and helping clients achieve their financial goals. Whether you're an experienced advisor seeking flexibility or a professional new to financial services, you'll find abundant support and development opportunities with us. We provide comprehensive training, marketing, and business development support, alongside access to over 50 insurance carriers and a wide array of financial products. Let's build a future of financial security and success together at The Piedmont Group, where your forward-thinking spirit is nurtured, and your professional growth is a priority. Compensation:

$70,000 - $150,000

Responsibilities:

• Develop and implement personalized financial plans that align with clients' goals and aspirations.
• Cultivate and maintain strong, trust-based relationships with clients to ensure long-term satisfaction and loyalty.
• Analyze clients' financial situations and provide strategic advice on investment management, retirement planning, and insurance solutions.
• Collaborate with team members to deliver comprehensive financial strategies and enhance client experience.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and solutions.
• Utilize our extensive network of over 50 insurance carriers to offer clients a wide array of financial products.
• Engage in continuous professional development to enhance your skills and knowledge in financial advising and planning services.

Qualifications:

• Ability to cultivate and maintain strong, trust-based relationships with clients, ensuring long-term satisfaction.

• Proven track record of analyzing financial situations and providing strategic advice on retirement planning and insurance solutions.

• Strong collaboration skills to work effectively with team members and enhance client experience.

• Commitment to staying informed about industry trends and regulatory changes to provide up-to-date advice.

• Authorized to work in the United States.

• No need for Visa sponsorship.

• Must be a local candidate.

• Obtain licensure prior to onboarding: Life & Health, SIE, and 66.

• Prior sales experience and/or bachelor's degree.

• Clean Form U4 (no disclosures).

Strongly preferred:

• Strong understanding of financial planning, investment strategies, and risk management.

• Prior financial advisor experience.

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.