Our firm is driven by results. The average experienced Financial Advisor's practice, grows 4x at The Piedmont Group. Our firm ranks #4th in Massmutual system for 1st year advisor production. Whether you are new to the financial industry, or looking to elevate your practice, our advisors have conquered both journeys.
The Piedmont Group is a non-captive group with 19 locations across the country. We are seeking to hire a financial advisor to join our dynamic team in Dunwoody. Our office overlooks the city and is located on the top floor of the Crowne Point building. TPG consists of independent agents who own a DBA, top producers who have transitioned from previous firms, advisors building teams, and new agents. Join a team that values integrity, professionalism, and commitment to helping clients achieve their financial goals. Gain ownership of your practice & master all aspects of comprehensive financial planning.
Responsibilities
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.
- Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
- Become knowledgeable of the financial industry, financial products, best practices, and tax regulations.
Qualifications
- You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role.
- Bachelor's Degree highly preferred.
- Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66.
- Sales experience is highly preferred.
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.
Compensation
$132,000 - $155,000 yearly at planned commission.
About The Piedmont Group
The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness.
- Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
- We are a non-captive firm
- Performance-based bonus structure
- International Travel Opportunities
- Opportunity to own and operate your own firm (DBA)
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