Financial Advisor – Build Your Practice with Independence & Support

The Piedmont Group

Position Type: Full-Time | Permanent | In-Office

Compensation: Performance/Commission-Based | Typical Annual Earnings: $70,000–$150,000+

Build a Career Backed by Experience

At The Piedmont Group, we believe financial advisors thrive when they're empowered with independence, supported by experienced professionals, and equipped with the right tools to succeed.

We're seeking motivated Financial Advisors who are passionate about helping clients achieve their financial goals while building a successful, long-term practice. Whether you're an experienced advisor looking to expand your business or a professional transitioning into financial services, you'll find the mentorship, resources, and flexibility needed to grow with confidence.

As a Financial Advisor, you'll work closely with individuals, families, and business owners to develop personalized financial strategies that address retirement planning, wealth management, investments, insurance, and risk management. You'll enjoy the freedom to build your own practice within an independent, non-captive environment while benefiting from comprehensive operational support and industry-leading resources.

What You'll Do

• Develop and cultivate long-term relationships with individuals, families, and business owners.
• Design customized financial strategies aligned with each client's unique goals and financial objectives.
• Provide guidance on retirement planning, investment management, wealth accumulation, insurance, and risk management solutions.
• Build and grow a client base through relationship development, referrals, and community engagement.
• Utilize advanced financial planning technology and practice management tools to deliver an exceptional client experience.
• Participate in ongoing training, mentorship, and professional development to strengthen your expertise and grow your career.

What We Provide

When you join The Piedmont Group, you'll gain access to:

• The freedom to build and own your practice while maintaining client relationships
• An independent, non-captive business model that puts clients' needs first
• Access to more than 50 insurance carriers and a comprehensive suite of investment and financial solutions
• Dedicated local operational, administrative, and client service support
• Comprehensive onboarding, licensing assistance, and ongoing professional development
• Experienced mentorship and collaboration with a network of more than 100 accomplished financial advisors
• Industry-leading financial planning technology and practice management resources
• Strategic relationships with leading financial institutions and business partners
• Concierge-level support designed to help you focus on serving clients and growing your practice
• Opportunities to establish or expand your own DBA or advisory team
• Competitive performance-based compensation with multiple income opportunities and bonus potential

Build Your Future with The Piedmont Group

If you're looking for the freedom to build your own practice while benefiting from the stability, resources, and support of an established organization, The Piedmont Group offers the platform to help you succeed.

• Join a firm that invests in your growth, values your independence, and provides the tools and support to help you build a rewarding career serving clients and creating lasting financial impact.

• Build and grow your own financial services practice
• Develop and maintain long-term client relationships
• Create customized financial plans and wealth management strategies
• Help clients achieve their financial goals through holistic planning
• Collaborate with specialists in investments, estate planning, and trust services
• Leverage technology, marketing resources, and operational support to scale your business

• Authorized to work in the United States (no visa sponsorship available)
• Local candidate
• Ability to obtain Life & Health, SIE, and Series 66 licenses prior to onboarding
• Clean Form U4 (no disclosures)
• Strong communication and relationship-building skills
• Self-motivated, forward-thinking, and goal-oriented mindset

Preferred

• Prior financial advisor or financial services experience
• Strong understanding of financial planning, investment strategies, and risk management
• Sales experience and/or bachelor's degree
• Currently licensed advisors
• Individuals transitioning from another firm or entering the industry with strong professional experience

Why Financial Advisors Choose The Piedmont Group

We Offer Our Advisors:

• Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
• Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career
• Aggressive, performance-driven, and bonus-structured compensation
• Licensure sponsorship/reimbursement
• Your existing and new business is yours
• We are a non-captive agency
• Concierge-level advisor services
• Innovative tools and technology to scale your practice
• 100+ seasoned advisors that can mentor & assist in business growth

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

Independence supported by infrastructure. Growth driven by partnership.