Financial Advisor
$50kThe 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
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$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...SuggestedWork at officeWork from homeHome officeFlexible hours$43.89k - $150k
...update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and...SuggestedFull timeTemporary workLocal areaFlexible hours- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. Job Description First Command Financial Advisors coach...SuggestedHourly payMinimum wageFull timeTemporary workFor contractorsInternshipWork at officeLocal areaHome officeFlexible hours
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...CVS Health Financial Analyst We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold...Full timeWork experience placement$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 wageLocal areaRemote workNight shift- ...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. ,Responsibilities Include But Are Not Limited To Focus on growing existing customer relationships and acquiring new ones...
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...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...$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 timeInternshipLocal areaFlexible hours- ...Valley National Bank in Montgomery, AL seeks a customer-focused teller to grow relationships, open new accounts, and cross-sell financial products while delivering exceptional service. You will handle transactions, promote online banking, and participate in community CRA...
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...Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial...Full timeWork at officeFlexible hours$37.62k
...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 timeFlexible hours$49.4k
...Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial...Full timeWork at officeFlexible hours- ...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...
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