Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$50k

The Piedmont Group

Performance-based income with uncapped earning opportunities We are seeking a motivated, relationship-focused Financial Advisor 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 solutions. 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 standards. What We Offer $50,000 annual financing subsidy Unlimited earning potential through an uncapped commission structure Comprehensive training and ongoing professional development Marketing and business development support Access to a broad range of investment and insurance solutions Supportive team environment with opportunities for career growth Required Qualifications Active FINRA Series 7 and Series 66 (or Series 63 & 65) licenses required. Active Life and Health Insurance License required. License Requirement: 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 licenses. Minimum of 1-2 years of experience in financial services, wealth management, or financial advising preferred. Strong interpersonal, communication, and presentation skills. Self-motivated with an entrepreneurial mindset. Ability to develop and grow a client base. High ethical standards and commitment to acting in clients' best interests. Responsibilities Prospect and develop new client relationships through networking, referrals, and community involvement. Conduct comprehensive financial needs analysis. Develop customized financial strategies based on each client's goals and risk tolerance. Recommend appropriate investment, retirement, insurance, and wealth management solutions. Build and maintain long-term client relationships through regular reviews and ongoing service. Stay current on financial markets, investment products, and industry regulations. Maintain accurate client records and ensure compliance with all regulatory requirements. Meet or exceed established sales and production goals. Ideal Candidate You are a driven financial professional who enjoys building lasting relationships and helping clients pursue financial success. You are comfortable generating new business, delivering personalized financial advice, and operating in a performance-based environment with significant income potential. #J-18808-Ljbffr The Piedmont Group

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Montgomery, AL vacancy
  • $50k

     ...Financial Advisor (Fully Licensed) Compensation up to $50,000 annual financing subsidy Unlimited Commission Potential Performance-based income with uncapped earning opportunities We are seeking a motivated, relationship-focused Financial Advisor to join... 
    Suggested
    Full time

    The Piedmont Group

    Montgomery, AL
    13 hours ago
  • We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide... 
    Suggested
    Full time

    Prudential Financial

    Montgomery, AL
    1 day ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Montgomery, AL
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Montgomery, AL
    2 days ago
  • Fortis College in Montgomery, AL is seeking an energetic and highly motivated Advisor for its Financial Aid Department . If you possess a desire to help others succeed, this is an opportunity for you to positively impact the li ves and careers of our students and graduates... 
    Suggested
    Full time
    Work at office
    Afternoon shift

    Fortis College

    Montgomery, AL
    1 day ago
  • Description Financial Aid Advisor About The Job Fortis College in Montgomery, AL is seeking an energetic and highly motivated Advisor for its Financial Aid Department. If you possess a desire to help others succeed, this is an opportunity for you to positively impact the... 
    Full time
    Work at office
    Afternoon shift

    Education Affiliates

    Montgomery, AL
    3 days ago
  •  ...Job Description Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their... 

    WealthBridge Financial Group

    Montgomery, AL
    27 days ago
  • $40k - $100k

     ...logging into the careers section of the system. Job Description: At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of... 
    Full time
    Temporary work
    Flexible hours

    Regions Bank

    Montgomery, AL
    5 hours ago
  • Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members... 
    Local area

    Modern Woodmen of America

    Montgomery, AL
    13 hours ago
  •  ...Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While the primary role of the Financial Associate is to accurately complete customer transactions... 
    Work at office
    Night shift

    River Bank & Trust

    Montgomery, AL
    2 days ago
  •  ...Monday - Friday 8:00AM - 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth... 
    Full time
    Temporary work
    Work at office
    Monday to Friday

    First Horizon Bank

    Montgomery, AL
    3 days ago
  •  ...behalf of or in absence of management. Build trust with customers by presenting a confident and professional demeanor; assess financial needs and recommend tailored banking solutions to meet short and long term goals. Conduct in-person customer consultations to identify... 
    Temporary work
    Local area

    Valley Bank

    Montgomery, AL
    4 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Montgomery, AL
    15 hours ago
  • $69.4k - $121.4k

     ...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a FP&A Financial Analyst at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private... 
    Minimum wage
    Local area
    Remote work
    Night shift

    Quest Oracle Community

    Montgomery, AL
    13 hours ago
  • $37.62k - $44.54k

     ...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing... 
    Full time
    Flexible hours

    Regions Bank

    Montgomery, AL
    1 day ago
  •  ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate... 

    Valley National Bank

    Montgomery, AL
    2 days ago
  •  ...legally authorized to work in the U.S. will be considered. A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The... 
    Work at office
    Night shift

    First National Bank Of Pennsylvania

    Montgomery, AL
    5 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Montgomery, AL
    3 days ago
  •  ...leadership. This role serves as a senior producer and trusted advisor to business clients while maintaining a high-quality loan portfolio...  ...involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and interpret... 
    Local area

    gpac

    Montgomery, AL
    1 day ago
  •  ...participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Montgomery, AL
    3 days ago
  •  ...to demonstrate care, build relationships, and complete requested transactionsIdentify information and services to meet customers financial needsRequired Qualification:1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination... 
    Part time
    Work experience placement
    Weekend work

    Phenom People

    Montgomery, AL
    5 days ago
  •  ...culture is built on simplicity, integrity, and hospitality. As a Teller, you’ll be the welcoming face that helps members navigate their financial needs with clarity and care. Whether assisting with transactions or guiding members through digital upgrades, you’ll embody our... 

    MAX Credit Union

    Montgomery, AL
    2 days ago
  •  ...HOPE Overview HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South communities. Since 1994... 
    Full time
    H1b
    Work at office
    Visa sponsorship
    Work visa
    Flexible hours

    Hope Enterprise Corporation

    Montgomery, AL
    1 day ago
  •  ...Job TitleResponsible for accurately processing financial transactions and assisting members in the lobby, drive-thru window and/or by telephone. Provides friendly, professional, confidential service to members by assuring a positive experience and minimizing wait time.... 
    Work at office

    ASE Credit Union

    Montgomery, AL
    1 day ago
  •  ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental... 
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    Montgomery, AL
    4 days ago
  •  ...demonstrate care, build relationships, and complete requested transactions # Identify information and services to meet customers financial needs Required Qualification: ~1+ year of experience interacting with customers, or equivalent demonstrated through... 
    Part time
    Work experience placement
    Weekend work

    Phenom People

    Montgomery, AL
    4 days ago
  • $15 - $19 per hour

    The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection... 
    Hourly pay
    Work at office
    Local area
    Shift work

    World Acceptance Corporation of Alabama

    Montgomery, AL
    4 days ago
  •  ...Financial Planning Assistant The Financial Planning Assistant provides administrative, operational, and client service support to the Financial Advisor by coordinating meetings, preparing financial planning materials, processing account transactions, maintaining client... 
    Work at office

    Guardian Credit Union

    Prattville, AL
    3 days ago
  • $82.1k - $172.5k

     ...portfolio of commercial loans and underwriting transactions . This position is accountable for the ongoing review and analysis of financial statements and proactive portfolio monitoring to ensure a comprehensive understanding of borrower performance and risk profile. The... 
    Full time

    Fifth Third Bank, N.A.

    Montgomery, AL
    2 days ago
  •  ...Currently seeking a Personal Lines Account Advisor for an exciting opportunity at the Starke Agency , located in Montgomery and Auburn, AL. The ideal candidate will be well organized, motivated to succeed, and work well in a team environment. A hybrid work schedule is... 
    Full time
    Work at office

    Starke Agency

    Montgomery, AL
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!