Financial Advisor / Wealth Manager

The Piedmont Group. Local Candidates Only

Build Your Financial Practice with the Support to Grow

The Piedmont Group is seeking motivated Financial Advisors and Wealth Managers who are looking to build and grow an independent practice within a collaborative and growth-focused environment.

This opportunity is ideal for professionals who value freedom, client-focused financial planning, and long-term career growth. Whether you are experienced in the industry or transitioning from a strong sales or business background, The Piedmont Group provides the platform, mentorship, and resources to help you succeed.

The Piedmont Group is a non-captive financial services firm specializing in holistic financial planning and wealth management. Advisors maintain ownership of their client relationships and business while benefiting from established infrastructure, operational support, advanced technology, and access to a broad range of financial solutions.

Responsibilities

• Build, manage, and grow a personal client base
• Provide comprehensive financial planning and wealth management services
• Develop customized strategies for investments, retirement, and risk management
• Maintain strong client relationships through ongoing service and support
• Collaborate with internal specialists in investments, estate planning, and trust services
• Grow an independent practice while leveraging the firm’s support platform

Qualifications

• Authorized to work in the United States (no visa sponsorship available)
• U.S. Citizenship or Permanent Resident status required
• Local candidates only
• Bachelor’s degree preferred
• Willingness to obtain required licenses prior to onboarding (Life & Health, SIE, Series 66)
• Previous sales, leadership, or client-facing experience preferred
• Strong communication and relationship-building skills
• Business mindset with a strong desire to grow a business
• Interest in financial planning, investments, and wealth management
• Clean Form U4 with no disclosures

What We Offer

• Comprehensive onboarding, training, and ongoing mentorship
• Access to advanced technology and practice management tools
• Dedicated local support and operational resources
• Access to specialists in investments, estate planning, and trust services
• Strategic partnerships with leading financial institutions
• Non-captive platform with access to 50+ carriers
• Flexible work environment with significant growth potential
• Opportunity to build long-term residual income and business ownership

Compensation $70,000 – $150,000+, performance and commission-based compensation with substantial long-term earning potential.

If you are looking for greater independence, professional growth, and the opportunity to build a meaningful financial services career, we encourage you to apply today

• Deliver holistic financial planning and wealth management services to individuals, families, and business owners
• Build, manage, and expand a personal client base
• Design tailored strategies across investments, risk management, and long-term financial planning
• Partner with internal specialists in areas such as investments, trust services, and estate planning
• Maintain a high standard of client service while growing your practice

• Authorized to work in the U.S. (no visa sponsorship available)
• Must have U.S. Citizenship or a Green card
• Local candidates
• Willingness to obtain required licenses prior to onboarding (Life & Health, SIE, Series 66)
• Bachelor’s degree preferred (recent graduates encouraged to apply)
• Previous sales experience is a plus
• Clean Form U4 (no disclosures)
• Strong interest in financial planning, investments, and risk management
• Excellent communication and relationship-building skills
• Business mindset with a desire to build a client-focused business
• Ability to work independently while collaborating with a team 

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.