At The Piedmont Group, we're dedicated to empowering clients with financial security and peace of mind. As part of our team, you'll step into an encouraging environment that values collaboration, innovation, and growth. Our Wealth Managers play a vital role in guiding individuals and businesses to define their financial goals, offering tailored solutions that align with their future aspirations. You'll be part of a family that believes in the power of teamwork, where your contributions are valued, and your career path is supported through education, mentorship, and a culture that embraces change.

We may offer up to $50,000 in annual financing subsidy, with upside commission. You'll have the opportunity to build lasting relationships, expand your network, and embrace the flexibility to design your professional journey. Transparency and honesty are at the core of our operations, ensuring you have the freedom to shape your work-life balance. With us, you'll engage in ongoing learning opportunities and collaborate on projects that matter. Join The Piedmont Group and make a meaningful difference in the lives of others while advancing your own career.

• Guide clients in setting and achieving their financial goals through personalized strategies.
• Develop and maintain strong relationships with clients, fostering trust and long-term partnerships.
• Analyze clients' financial situations and provide tailored solutions that align with their aspirations.
• Collaborate with team members to share insights and develop comprehensive financial plans.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Educate clients on financial products and services, empowering them to make informed decisions.
• Monitor clients' portfolios and recommend adjustments to optimize their financial outcomes over time.

• 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 Series 66.

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

• Clean Form U4 (no disclosures).

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.