Licensed Financial Advisor
$50kThe Piedmont Group
Job Description
Job Description
At The Piedmont Group, we believe in empowering clients to secure a brighter financial future. As a Licensed Financial Advisor, you'll join a dedicated team that values collaboration and community. Our firm offers a supportive environment where your growth is our priority. You'll provide comprehensive financial planning, build lasting relationships, and develop a sustainable business portfolio. With us, you're more than just a team member—you're part of a family that achieves more together.
We offer competitive compensation, including up to $50,000 in annual financing subsidy, and an attractive unlimited commission structure. You'll have access to extensive marketing resources and a wide array of investment and insurance solutions. Comprehensive training and ongoing professional development ensure you're always at the forefront of the industry. If you're passionate about making a difference in the financial world, The Piedmont Group is the place for you. Let's work together to create success for clients and for you. Compensation:$70,000 - $150,000 yearly
Responsibilities:- Guide clients in developing personalized financial plans that align with their goals and aspirations.
- Build and nurture long-term relationships with clients, ensuring trust and transparency in every interaction.
- Analyze clients' financial status, including income, expenses, and risk tolerance, to provide tailored advice.
- Stay informed about the latest industry trends and regulatory changes to offer up-to-date guidance.
- Collaborate with our team to deliver comprehensive solutions that meet clients' diverse financial needs.
- Educate clients on investment options, insurance products, and retirement strategies to empower informed decisions.
- Monitor and review clients' financial plans regularly, making adjustments as needed to achieve desired outcomes.
- Active FINRA Series 7 and Series 66 (or Series 63 & 65) licenses
- Active Life and Health Insurance License
- 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.
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.
Vacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Advisor in Dunwoody, GA vacancy
- Merit Financial Advisors, based in Alpharetta, GA, seeks a Service Advisor to support the advisory team with financial planning and investment advice. You will interact with clients to implement advisor-directed strategies, prepare plans, and provide ongoing service. The...Suggested
- ...payroll, human resources, and workforce management as a Licensed Retirement Plan Advisor. Position Type: Direct Hire On-Site Required... ...years of experience in 401(k) retirement plan services or financial advising roles ~ Deep understanding of ERISA...SuggestedWork at office
Hired by Matrix
Norcross, GA12 days ago - Financial Advisor (May Graduates, Early Acceptance) About The Piedmont Group At The Piedmont Group, we believe great financial advisors aren... ..., and prior to starting, a structured path to earn industry licenses and build your expertise. If you're looking for an...SuggestedPermanent employment
$150k - $300k
...Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K-300K+ Potential... ...Setter Requirements Active Health & Life license (required) Series 65, Series 7 & 66, or similar (ChFC, RICP...SuggestedNight shiftUnited Placement Group
Alpharetta, GA3 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Peachtree Corners, GA3 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education...Work at officeUnavailable
Duluth, GA2 days ago- Maverick Trading is hiring a fully remote Equity & Options Trader open to applicants in Sandy Springs, CA. We are a 25+ year proprietary trading firm that allocates firm capital to disciplined traders and scales buying power based on performance and risk management. ...For contractorsLocal areaRemote workDay shift
Maverick Trading
Sandy Springs, GA2 days ago - ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...Education: Associates. Certifications: No Required Certification(s). Licenses: Candidates being considered for this position will be subject...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Sandy Springs, GA1 day ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Alpharetta, GA2 days ago- The Company Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team... ...individuals to join our team. The position The Service Advisor is a licensed financial professional responsible for supporting the advisory...Full timeTemporary workPart timeFlexible hours
$24 - $35 per hour
Position Type: Full time Remote Type: Hybrid Salary Range: $24-35/hour Job Shift: Job Description Coordinate and facilitate Dunwoody’s Financial Aid process from start to finish. Educate students and parents on the financial aid process to ensure students meet financial aid...Full timeWork at officeRemote workFlexible hoursShift workAfternoon shift- Brian Moscaritolo - State Farm Agent in Roswell, GA is seeking a Financial Services Representative to build wealth and protect futures.... .... Ideal candidates will hold active Life & Health Licenses and possess strong communicative and consultative skills, thriving...Full time
- ...Overview The Senior Analyst, GW FP&A is responsible for providing financial support to the organization’s leadership through a partnership focused on operational excellence. This position is responsible for supporting and leading the budgeting and forecasting process...Work experience placementWork at officeRemote workShift work
DBM Global Inc
Duluth, GA1 day ago - Wellstar Health System in Georgia is seeking a Financial Counselor who will verify insurance, determine patient financial responsibility, and help navigate payment options and programs. You will document patient interactions, coordinate with case managers, and support discharge...
- ...loan application and other business services. Analyzes customer financial status, credit, and property evaluations to determine loan... ...background as a lender). Must be bondable and have a valid driver’s license. Excellent attention to detail, communication skills, and...Full timeWork at office
HomeTrust Bank
Alpharetta, GA1 day ago - Compliance Analyst Momnt is an expanding financial technology company specializing in embedded lending and point-of-need consumer financing based in Sandy Springs, GA. We are transforming how merchants provide financing to their customers with our state-of-the-art embedded...Work at officeRemote workWork from homeRelocation2 days per week
$75k - $109k
We're looking for a Compliance Officer who can carry Written Communication and Legal Project Management at once without dropping either, here at Grant Thornton. A mid-level Compliance Officer seat that takes 4 years of DocuSign seriously, pays $75,000 - $109,000, and hands...- ...Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network... ...investment. Make a difference. We are looking for a Senior Wealth Advisor (SWM) to help bring our mission to life. The SWM is an...Permanent employmentLocal areaFlexible hours
HighTower Advisors, LLC
Alpharetta, GA3 days ago $24 - $26 per hour
...Description Job Description Seeking a highly trustworthy, dependable, and diligent person to join our admissions team as a Tuition & Financial Aid Counselor! Paul Mitchell The School , with locations across the country, is dedicated to educating future beauty...Full timeLocal areaPaul Mitchell The School Esani
Roswell, GA7 days ago$99.04k
...applicants As a Northwestern Mutual Financial Representative (FR), you'll build lasting... ...business planning. The chance to become an advisor for a company that has been helping... ...-paid sponsorship of financial services licensing: SIE, Series 7, Series 63, State of...Full timeFor contractorsLocal areaNorthwestern Mutual
Duluth, GA4 days ago$17.98 per hour
Job Type Full-time Description Company Description Citizant is a leading provider of professional IT services to the U.S. government. We focus on Agile application development, Enterprise Data Management, Enterprise Architecture, and Program Management support services ...Full timeFor contractorsLocal areaFlexible hours- ...obtain business from referral sources such as realtors, builders, financial service providers and others as well as borrowers directly.... ...procedures outlined in the Company Handbook Must have a current license through NMLS and be in good standing Knowledge of Freddie...Full timeWork at officeRemote work
Panorama Mortgage Group LLC
Peachtree Corners, GA21 hours ago - Job Description Job Description APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our partners. Through our family of ...Temporary work
APCO Holdings
Norcross, GA19 days ago - ...candidates have 5+ years of commercial lending experience with an established book of business or a strong local network, solid credit and financial statement skills, and a bachelor's degree in Finance, Business or a related field. This is a permanent, full-time role with...Permanent employmentFull timeLocal area
gpac
Peachtree Corners, GA21 hours ago $1,000 per month
...a client's home.Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads... ...compliance with all industry-specific federal and state licensed activity requirements and NewRez Code of ConductPrincipal Customers...NewRez LLC
Alpharetta, GA2 days ago- ...prospects through a variety of sources including calling on and setting up appointments with potential loan prospects. Analyze financial information including balance sheets, income statements, cash flow statements, and tax returns to form an opinion of creditworthiness...Bank staff
LinkedIn
Norcross, GA3 days ago - ...well-established community bank is seeking a Credit Analyst to support its commercial lending team. In this role, you will analyze financial statements, tax returns and cash flow for commercial and consumer borrowers, spread financials, and prepare clear credit memos...Permanent employmentFull time
gpac
Roswell, GA4 days ago - RESPONSIBILITIES: Kforce has a client in Brookhaven, GA that is seeking an Audit and Regulatory Analyst. Responsibilities: * Provide audit, regulatory, and governance support by developing defensible documentation and evidence packages that demonstrate control effectiveness...Hourly payContract work
- ...equipmentFormal, hands-on trainingThe responsibilities of the role will include:Underwriting & Risk Assessment: Independently analyze financial statements, cash flow projections, and tax returnsCredit Approval Rationales: Prepare approval recommendations with supporting...Currently hiringLocal area
Corpay
Peachtree Corners, GA4 days ago - Ameris Bank is hiring for a Teller/Personal Banker to support customers and teammates across our branch network. The role combines teller responsibilities with personal banking duties to grow customer relationships and meet banking goals. The position requires customer ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Advisor. Be the first to apply!
