Join The Piedmont Group as a Licensed Financial Advisor and become part of a team where your growth and success are our top priorities. Here, you'll have the freedom to expand the client base within a supportive environment rich with resources. We believe in nurturing your professional journey with a performance-based compensation package that includes multiple revenue streams, incentives, and bonuses. Our firm is a family of incredible people who take pride in working together to achieve more than we ever could alone.

We may offer up to $50,000 in annual financing subsidy with upside commission potential, plus competitive benefits.

Your role will focus on crafting comprehensive financial strategies for clients, including retirement planning, investment management, and insurance solutions. Whether you're an experienced advisor seeking flexibility or new to financial services, you'll find abundant support and development opportunities with us. We offer comprehensive training, marketing, and business development support alongside access to over 50 insurance carriers and a wide array of financial products. Let's build a future of financial security and success together at The Piedmont Group, where your forward-thinking spirit is nurtured, and your professional growth is a priority.

• Develop personalized financial plans that align with clients' long-term goals.

• Educate clients on investment options, insurance products, and retirement strategies.

• Foster strong relationships with clients through regular communication and trust-building.

• Analyze market trends to provide informed recommendations and insights.

• Collaborate with team members to enhance client service and achieve collective goals.

• Utilize company resources to expand the client base and grow your practice.

• Stay updated on industry regulations to ensure compliance and best practices are met.

• Ability to cultivate and maintain strong, trust-based relationships with clients, ensuring long-term satisfaction.

• Proven track record of analyzing financial situations and providing strategic advice on retirement planning and insurance solutions.

• Strong collaboration skills to work effectively with team members and enhance client experience.

• Commitment to staying informed about industry trends and regulatory changes to provide up-to-date advice.

• 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 66.

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

• Clean Form U4 (no disclosures).

Strongly Preferred:

• Strong understanding of financial planning, investment strategies, and risk management.

• Prior financial advisor experience.

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.