At The Piedmont Group, we're more than just a financial planning and wealth management firm; we're a family that thrives on collaboration and innovation. As a Wealth Manager with us, you'll have the opportunity to make a significant impact by helping individuals and businesses achieve financial security and peace of mind. You'll experience the satisfaction of guiding clients to define their goals and protect their futures, aligning your work with purpose and our shared values. Our culture embraces growth and change, offering a well-defined career path that combines education, mentorship, and teamwork.

We may offer up to $50K in annual financing subsidy with upside commission potential. We do offer multiple contract options where compensation is based on the incoming advisor’s experience/practice.

In this role, your voice matters. You'll build and nurture long-term relationships, establish networks, and provide tailored financial solutions. We value transparency, honesty, and flexibility, empowering you to design your work and life as you envision. At The Piedmont Group, we prioritize your professional development through ongoing learning opportunities and collaborative projects. Join us and be part of a team where your contributions matter—today and for years to come.

• Develop and implement personalized financial plans that align with clients' goals and aspirations.
• Build and maintain strong, trusting relationships with clients, ensuring open communication and transparency.
• Conduct regular reviews of clients' financial portfolios to ensure alignment with their evolving needs and market conditions.
• Collaborate with our team to deliver comprehensive financial solutions that address clients' unique circumstances.
• Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
• Educate clients on investment strategies and risk management to empower them in making informed decisions.
• Identify and pursue new business opportunities through networking and relationship-building activities.

• 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.