Entry-Level Financial Advisor

Description

Financial Advisor - Growth Opportunity | The Piedmont Group, a MassMutual Firm

At The Piedmont Group, we believe successful financial advisors are built through the right combination of training, mentorship, resources, and support. When you join our team, you're not building a business on your own-you'll have access to a structured development program, experienced leadership, and a collaborative culture designed to help you grow with confidence.

Whether you're beginning your career or transitioning into the financial services industry, you'll receive the guidance, tools, and opportunities needed to establish a strong foundation and build a thriving practice.

What You'll Gain

As an Entry-Level Financial Advisor, you'll have access to:

• A comprehensive suite of investment, insurance, and retirement planning solutions to serve a diverse range of client needs
• Additional insurance resources through a centralized platform for specialized planning situations
• Proven strategies and processes for working with individuals, families, and business owners
• Dedicated support teams for new business processing, underwriting, compliance, and client service
• Collaboration opportunities with experienced planning and investment specialists
• Professional networking opportunities through established relationships with financial institutions and strategic partners
• Industry-leading technology and planning tools that help streamline operations and enhance the client experience

A Culture Designed for Your Success

We are committed to helping early-career advisors develop professionally while making a meaningful impact in the lives of others.

• Flexibility
• Professional Development
• Meaningful Work
• Collaborative Environment
• Transparency & Accountability
• Innovation

Compensation & Benefits

• Performance-based compensation with multiple income streams, including commissions and fees
• Long-term earning potential through renewal commissions and recurring revenue opportunities
• Comprehensive medical, dental, and vision benefits
• Retirement plan with company contributions
• Licensing support and professional development resources

Start Building Your Future

If you're motivated by the opportunity to grow professionally, build meaningful client relationships, and help others achieve their financial goals, The Piedmont Group offers the training, support, and platform to help you succeed.

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)